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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (137807)	6/20/2001 8:56:30 PM
From: Saturn V	Respond to of 186894

Ref < Transmeta > Transmeta weak business model may not survive this chip recession ( depression ). When Transmeta first announced its products I commented that Transmeta was a "mountain which labored over a molehill". It had a very interesting and exotic technology, but the product was not very attractive from a business standpoint. Its speed performance was ho-hum, and the the only advantage was the lower power dissipation. I predicted that either by a new process or a few design tweaks Intel could easily counter the Transmeta market penetration. Now that Tualatin is available, Transmeta will have a difficult time competing with the Gorilla. For Tranmeta to survive it must have a niche all to itself. Customers may buy a few chips from Transmeta to keep Intel honest, but this will not be enough for Tranmeta to fund future developments and keep on the performance treadmill. Todays investors are not going to be as gullible, and will not provide any more money. Transmeta has shot its wad, and has come out almost empty. Either it will have to be absorbed by VIA/AMD, or else it will have a difficult time surviving on its own.