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To: Elmer who wrote (134341)	5/7/2001 1:22:05 PM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

While ya'all have been so chitty chatty with Transmeta I just noticed that the stock has dropped 25% of its value today on a huge 21 Million shares. And what, lost 65% percent of its value in the last couple of weeks. What's up with that?? :))

To: Elmer who wrote (134341)	5/7/2001 1:32:11 PM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

...appear to be posting inside information ...form. This is a violation of the law and has no place here. It threatens this forum and anyone who participates ... My firing from the lip response is that it is not that simple. First: We, the thread, want "inside information". We want the best information we can get. Second: It is not so clear that someone who is not an insider is violating the (securities) law 10b5 by disseminating the info, at the very least, the crime is for that same person, who IS an insider, to TRADE on it. What confuses the issue here was the Heard on the Street court extending the doctrine to find guilt. This was a big extension of the law, which may or may not be warranted or eventually, followed.

To: Elmer who wrote (134341)	5/7/2001 1:36:00 PM
From: dale_laroy	Read Replies (1) \| Respond to of 186894

"Dale, Are you claiming that IBM has entered into an agreement with AMD to produce AMD products?" No, I am simply using this as an example of how the 20% cap on outsourcing processor production to foundries can be overcome. In other words, I do not see the 20% cap as a problem, only a factor to be considered when making future plans. If you think there is a good chance of such a deal being struck (I'm sure IBM has other plans for Fishkill), go ahead and factor this into your investment strategy. But don't blame me if it never happens. Of course, just as I urged AMD to buy NexGen and hire one of the core architects of the Alpha to head up the NexGen design team in producing a superpipelined x86 core with separate fp units for fpadd and fpmultiply, together with urging them to coordinate with DEC on making this processor and a then future generation Alpha processor bus compatible, I am currently urging them to enter into this deal with IBM. For the record, when a representative of AMD called me to talk to me about my suggestions back in 94, I got the distinct impression he was digging for where the leak was, rather than truly interested in my ideas.