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To: Amy J who wrote (137858)	6/21/2001 10:58:45 AM
From: Tony Viola	Respond to of 186894

Amy, in the case of the new server blade manufacturers that use Transmeta, they may (probably) have only one server board design, specific to the pinout of the Transmeta chip, supporting chipsets, etc. Then there's all the firmware, drivers, etc., that's specific to TMTA. That's what I meant by sole source. Maybe some of them have an Intel board on the side, I don't know. Of course, the big OEMs are going the safe route with Intel, low power Tualatin for blade servers. Tony

To: Amy J who wrote (137858)	6/21/2001 12:03:33 PM
From: Paul Engel	Respond to of 186894

Amy - Re: "Any firm that's sole source on Transmeta has to be absolutely disconnected from the s/c business. " RLX's initial Dense Server is strictly a TransMEta Crusoe-based system. Actually, they should have quite a lot of product - SLOW ones - available - for their use. Paul

To: Amy J who wrote (137858)	6/22/2001 9:25:56 AM
From: Road Walker	Respond to of 186894

From a Forbes.com article: Intel Chief Executive Craig Barrett was in Europe to bang the drum for a bigger roll-out of broadband Internet access on the Continent. Barrett acknowledged the European Union's efforts in trying to fully liberalize the telecommunications sector throughout the 15-nation bloc, but said the adoption of broadband in Europe had been slowed down by delays in the opening up to competition of the so-called "local loop" of telephone lines as well as high charges and a current lack of flat-rate pricing. Barrett pointed to the example of South Korea, which managed to successfully achieve the world's highest broadband penetration through a mixture of government incentives and open competition. "It's strange that in a developing economy (Korea) we should have such a high broadband penetration. That is the result of a mix of government policy and strong competition," Barrett said. "Hopefully the EU governments and the U.S. will look at that as a symbol of what can be done." More...