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To: Road Walker who wrote (137790)6/20/2001 5:46:14 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
John, >``(Japan) appears to be experiencing the economic weakness that affected other parts of the world earlier this year,'' Mark Allen, Transmeta CEO and President said in a statement.

Blame it on Japan. When all else fails, blame a country.

I wonder if their server blades customer, RLX, is beginning to sweat a little. I assume they're sole source Transmeta for CPU chips.

Tony



To: Road Walker who wrote (137790)6/20/2001 5:53:08 PM
From: Bob Kim  Respond to of 186894
 
John, Lead analyst responsibilities change with little notice. By my count, Osha is lead analyst on 9 stocks versus 12 at the beginning of the year. He started the year with 2 Buys, 8 Accumulates, and 2 Neutrals. He currently is at 1 Buy, 2 Accumulates, and 6 Neutrals.

I do not see an underwriting footnote so I would guess ML was not an underwriter.


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