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Technology Stocks : Transmeta (TMTA)-The Monster That Could Slay Intel -- Ignore unavailable to you. Want to Upgrade?

To: Artslaw who wrote (334)	11/17/2000 9:38:45 AM
From: deibutfeif	Respond to of 421

Steve, re:...Stocks like Amazon and Yahoo have always amazed me ... Yeah, but the problem is that there was really nothing to benchmark them against and they (initially) had little competition to limit them. As for TMTA, Intel (and even AMD) creates huge barriers to entry. While TMTA may (or may not) have some innovative ideas, its hard to believe they will be successful in getting them to market before the existing players eat their lunch, especially now that earnings once again appear relevant (thankfully). Good luck with your short play. ~dbf

To: Artslaw who wrote (334)	11/18/2000 10:27:38 AM
From: Ron	Read Replies (1) \| Respond to of 421

Transmeta and Intel will slug it out next year with a slew of low-powered chips for notebooks. Transmeta plans to release version 4.2 of its code-morphing software that significantly reduces processor power consumption. Transmeta also will come out with an entirely new version of Crusoe in 2002. two.digital.cnet.com