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To: GVTucker who wrote (137783)	6/20/2001 5:22:18 PM
From: Bob Kim	Read Replies (2) \| Respond to of 186894

GV, re TMTA I wonder if Osha's stock universe will lose its last Buy-rated stock. Didn't the CEO say that things were on track last week?

To: GVTucker who wrote (137783)	6/20/2001 7:26:08 PM
From: Tenchusatsu	Respond to of 186894

GV, <TMTA is cutting their guidance> This is just one week after TMTA said Q2 revs would be flat or slightly higher than Q1: biz.yahoo.com Could it be a huge flood of order cancellations, just like Infineon? Something smells very fishy here. Got any thoughts, GV? Tenchusatsu EDIT: Thanks to survivin on the Mod AMD Thread for the reference.

To: GVTucker who wrote (137783)	6/20/2001 7:38:29 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

GV - Re: "TMTA is cutting their guidance. They now see revenues down sequentially 40-45% and will take an inventory charge. Boy, Osha is really gonna hate INTC after he reads this. " Was Merrill the lead IPO underwriter for TransMeta? I know Morgan Stanley was in on it as well. Paul