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To: MeDroogies who wrote (87157)	11/28/2000 6:03:22 PM
From: The Duke of URL©	Respond to of 97611

Droog, me mate: >I think Transmeta's product is pretty good. There is some value in what they are doing, battery life aside. It makes alot more sense to have code do what hardware is currently doing on Intel chips. I know Intel has chips similar to Transmeta's, but not as good as (from what I've heard from impartial sources). I think the speed issue is moot, because past about 300k (my current computer at work), you're not talking about HUGE differentials. What is interesting is the heat issue. I hate the heat my work laptop generates, and loved using the Transmeta one...much cooler.< Don't get me wrong, this is not about a technical analysis of the TM chip. It is about investment risk. It is about using federally insured deposits to reallocate capital to the detriment of the economy. But there is a difference between saying the technology of TM is interesting versus popping 400 Million dollars as a bet. What I am saying is there is NO CHANCE IN HELL that a bank would make a 400 Million loan to an "insolvent" borrower without the inside information that another branch of the bank was going to pay off that same loan with what may loosely be called otherwise federally insured depositors' funds.

To: MeDroogies who wrote (87157)	11/28/2000 6:08:24 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

I lifted the following at The Zoo. I don't know if it is old or new and/or if it has been posted here before. As a matter of fact, the only thing that I do know for sure is that I'm going to have another cold beer. El NEWS: Compaq rules in servers by: dsl_rocks 11/28/00 5:32 pm Msg: 198685 of 198692 Dell takes lead in workstations; Compaq pulls away in servers SAN JOSE--The third-quarter picture for the high-performance end of the global PC market looked solid, but servers clearly outpaced workstations, according to preliminary data from Dataquest. Server sales jumped 16.5% to more than 1 million units in the third quarter, while workstations grew by only 3.9% to 381,835 units, the market researcher estimates. The top three server vendors accounted for more than 58% of the global market in the third quarter, with Compaq Computer extending its lead, gaining a 27% market share. Dell grew 41% in the quarter, moving closer to IBM in the No. 2 position. "Dell benefited from an aggressive marketing strategy on operating systems and advantageous price/performance ratios on lower-end systems," says Jeffrey Hewitt, Dataquest analyst. Shortages of memory chips slowed shipments for many vendors in the second quarter, but there were no such component challenges reported for the third quarter, he says. Dell and Sun Microsystems were the only top-tier workstation vendors to have growth rates above the industry average, Hewitt notes. "Some vendors experienced minor shortages in graphics cards in the third quarter," says analyst Pia Rieppo, But "overall, the industry is right on track for Dataquest's [earlier] forecast 8%-to-9% annual growth rate." siliconstrategies.com

To: MeDroogies who wrote (87157)	11/28/2000 8:45:44 PM
From: rudedog	Respond to of 97611

MeD - re: I know Intel has chips similar to Transmeta's, but not as good as (from what I've heard from impartial sources). Intel's low power chip uses less power and generates less heat than Transmeta's design. It is also about twice as fast. So in practical terms - i.e. from the user's point of view - it is better. Transmeta's ideas are interesting because of the concept of executing a variety of different code streams, but code emulators always pay a penalty against native execution. I would say that Transmeta has maybe one more chance to get it right or they will be an interesting technical footnote in computer history.