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To: Paul Engel who wrote (137882)	6/21/2001 1:05:01 PM
From: Bob Kim	Read Replies (1) \| Respond to of 186894

Paul - This was Joe last month, do you agree? "To be sure, Transmeta faces substantial challenges – it is important for the company to take advantage of the next year or so to expand market share, before Intel fields a substantially more competitive product. Given Transmeta’s record so far, though, we think that it is reasonable to expect further consistent execution."

To: Paul Engel who wrote (137882)	6/21/2001 1:42:29 PM
From: Burt Masnick	Read Replies (2) \| Respond to of 186894

Paul and all - Interesting quote from Jim Seymour who has always been a savvy tech stock picker. "Transmeta has still not scored a major design win with any of the big U.S. computer makers. It has done deals with some Japanese makers, (including Sony, Toshiba, Sharp and NEC), where the market for very small and light sub-notebook PCs is much more important than it is in the U.S., but now that Japanese PC buyers are spooked and keeping their wallets in their pockets, Transmeta's market seems to shrink by the day. For a time, low-power servers -- so-called "server appliances" -- looked like another potential market for Crusoe CPUs, but that hope dims daily. A source tells me current Crusoe shipments have dwindled to frighteningly low levels, and that subsequent reports from the company will likely be even grimmer. Like a lot of mobile PC users, I welcome lower-power CPUs as a primary means of extending battery life. (New battery designs in the pipeline will help, too.) But I increasingly think Transmeta will turn out to be a footnote in semiconductor history, not the brash, heroic, Goliath-beating revolutionary some analysts have forecast" Burt