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To: Monica Detwiler who wrote (144917)	10/9/2001 1:43:33 AM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Monica, Re: Transmeta said its business is based primarily in Japan and customers there are reducing unit volume shipments due to worsening economic conditions. The company is also experiencing delays in completing the process qualification for its 5800 micron product. 5800 micron? Line widths of a quarter of an inch? What is it that guy around here always says, SWEET? Transmeta, which makes power-saving chips for notebook computers, said Monday that it expects third-quarter revenues of $5 million as the slowdown in its customer spending dragged on through the summer. 5 million dollars in revenues? Has to be way below any sales level for survival. Oh yeah, you said the same thing: Looks like they may be going down for the big gulp. Joe Osha recommended this company, what, as recently as Q1 this year? I forget. Tony

To: Monica Detwiler who wrote (144917)	10/9/2001 10:43:10 AM
From: fingolfen	Read Replies (1) \| Respond to of 186894

SANTA CLARA, Calif.--Transmeta, which makes power-saving chips for notebook computers, said Monday that it expects third-quarter revenues of $5 million as the slowdown in its customer spending dragged on through the summer. Is that revenue or net earnings? If it's total revenue, TMTA won't be around much longer, or it will be bought out. Embedded computers are systems that are not PCs, including set-top boxes and point-of-sale devices such as cash registers. The push into the embedded processor market comes as a way for Transmeta to tackle one of its chief longer-term challenges: volume. Although the company landed a number of high-profile deals with major notebook manufacturers in Crusoe's first year of availability, analysts say Transmeta runs the risk of being wedged into a niche market. Or worse, wedged OUT of the market... I think I hear the refrains of a well-known Queen song from the early 80's winding up... and it isn't "We Are the Champions"