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Ya mean, So, no ma' ?
(Cuze me, it's late. )
Since when has the marketplace a memory?
Re.: DSLN(C)
C - Continuance - or Nasdaq exception
* The letter "C" as a fifth character in a security symbol, indicates that the issuer has been granted a continuance in Nasdaq under an exception to the qualification standards for a limited period.
http://www.nasdaq.com/reference/glossary.stm
There are more, hardly mentioned reasons to hang on to a none successful CPU business which carries RELATIVE high fixed costs compared to the overall cost of a low revenue company. It is simply to have a practical testing field for their "paper" IP work, to respond faster to mistakes, to optimize based on real live applications, to show the IP really works to prospective licensing partners, etc..
But Hey, who said the CPU business will fail???
s.
Thanks Dew but I sold all my GENR holdings two days ago and bought back more TMTA @ 1.85 - I believe it still has legs
Looks like a good decision:
Transmeta Crusoe Processor Chosen for Fujitsu Siemens Computers' Thin Client; Design Win Strengthens Transmeta's Position in Rapidly Growing Thin Client Market
Business Wire - July 12, 2004 06:00
SANTA CLARA, Calif., Jul 12, 2004 (BUSINESS WIRE) -- Transmeta Corporation (Nasdaq:TMTA), the leader in efficient computing, today announced that the company's energy efficient Crusoe(R) processor has been chosen for the new FUTRO S thin client series from Fujitsu Siemens Computers. This new thin client product line expands Transmeta's portfolio of key design wins with industry leading companies in the high-growth thin client market.
The thin client, differentiated from desktop computers by a smaller form factor and the removal of all moving parts including a disk drive and fans, is designed specifically for server-based computing. Thin clients used in conjunction with blade servers allow IT managers to provide enhanced security, space savings and support, allowing them to focus on allocated PC resources. This centralized approach provides IT managers with the ability to easily deploy applications and critical upgrades to thousands of enterprise computer users while enhancing protection from the catastrophes, viruses, and data theft that plague non-centralized operations.
The Transmeta Crusoe processor family is well suited for thin clients, as they enhance thin client energy efficiency without compromising performance, allowing for fanless, small form factor designs with exceptional responsiveness. With the combination of the thin client and blade system architecture, users receive desktop-like performance for typical day-to-day applications including email, internet browsing and all standard office applications in a quiet, reduced footprint device on the desktop.
"Transmeta is a leader in energy efficient processor technology for thin clients," said Andreas Thimmel, Vice President, Business Clients, Fujitsu Siemens Computers. "The FUTRO S represents an opportunity for customers to obtain a balance of exceptional performance and power savings, and associated IT cost reductions when implemented across an organization."
The Fujitsu Siemens Computers thin client runs embedded Linux NG or the Microsoft Windows XP Embedded operating system, an exceptional fit for devices requiring optimum functionality, high performance and reliability in a reduced memory footprint. The ability to run the Windows XP Embedded operating system in the FUTRO S highlights the advantages provided by Transmeta's X86-compatible processors compared to competitive offerings.
"Transmeta continues to secure wins in the thin client market, and this new product from Fujitsu Siemens Computers further validates our technological advantages in this space," said Arthur L. Swift, senior vice president of marketing, Transmeta Corporation. "Our company has targeted this market segment because it is an exceptional match for our technology and a high growth area as IT organizations are looking to reduce Total Cost of Ownership without sacrificing productivity."
The FUTRO S is available now, weighs just 3.3 lbs and features an internal power supply. In addition to the Crusoe processor, it has 256MB DDR RAM PCI slot expandability, and 32, 128, or 256 MB Flash ROM standard. The product supports PS/2 or USB devices, local and network printers and VGA-type video output. With its fanless operation and lack of rotating drives, the FUTRO S benefits from better reliability, silent operation and a long product life cycle.
Transmeta's energy efficient Crusoe and Efficeon(TM) processor families are available across a broad spectrum of performance and price points to meet the requirements of a wide range of innovative embedded, mobile and desktop computer systems. Products based on the company's processors have won major awards throughout the world.
Wyndham Expands Pennsylvania Distribution
Wednesday June 2, 2:30 pm ET
Wyndham Reading Joins Upscale Wyndham Brand
DALLAS--(BUSINESS WIRE)--June 2, 2004--Wyndham International, Inc. (AMEX:WBR - News) announced today that it has entered into a long-term franchise agreement to brand a hotel located in Reading, Pa. The hotel is slated to convert to the Wyndham brand in the third quarter 2004, expanding the Company's distribution in a key, suburban market.
"The momentum behind our franchise program is reaching new heights," said Fred J. Kleisner, Wyndham's chairman and chief executive officer. "With the saturation of many larger brands in markets across the U.S., we're experiencing a large increase in franchise conversion inquiries, and our pipeline is full with upcoming franchise conversions as many hotel owners are making the decision to convert their assets to the Wyndham brand. These owners know their properties will be more distinguished behind the strength of our customer-focused programs and innovative distribution system. We welcome our new franchise partners to the Wyndham brand, and the addition of the Wyndham Reading to our brand portfolio."
Through a franchise agreement with Genesis Ventures I, the Lincoln Plaza Hotel in Reading, Pa. will be branded with the Wyndham name, expanding Wyndham's Pennsylvania presence. Originally opened in 1928, the 104-room Wyndham Reading is situated in the heart of downtown Reading, with easy access to nearby outlet malls, historic sites and the Pennsylvania Dutch Amish Country. In addition, the Wyndham Reading has been selected as the preferred hotel for the Sovereign Center and Sovereign Performing Arts Center, both within walking distance from the property.
"We are thrilled with the prospects that lie ahead for this historic property. Although the road has been rough, we are confident that the future shows great promise under the Wyndham flag. This property always deserved to be a focal point for the revitalization of downtown Reading, as it has always played an important part in the lives of so many people in Berks County. Both Richard Barnhart and I are happy and excited to play a part in positioning it so it can once again fulfill its role as one of the leading attractions in Reading," stated John Rosenthal, chairman and partner of Genesis Ventures I.
Inns of Distinction, a hotel management and consulting firm led by Frank D. Reagoso, Jr, will manage the Wyndham Reading. Inns of Distinction specialize in hotel development, marketing and hospitality management services.
The hotel features a fitness center, concierge services, complimentary airport shuttle and approximately 9,500 sq. ft. of meeting space that can accommodate groups of up to 500 guests and an elegant onsite restaurant and tavern serving continental cuisine. The Wyndham Reading marks the company's eighth property in the state.
Prior to conversion, the property will undergo a renovation program that will include the addition of Wyndham's brand standards and brand-defining programs such as Wyndham's Room That Performs(SM) guest room experience program, which provides high-speed Internet access (free of charge to Wyndham ByRequest® members); a two-line cordless speaker phone; a high-performance, ergonomic, Herman Miller® desk chair; and upgraded Serta® plush top mattresses with luxury bedding. In addition, the hotel will offer Wyndham ByRequest, the brand's guest recognition program, developed by Wyndham to deliver on its brand philosophy of empowering guests to achieve a more customized hotel experience.
Based in Dallas, Wyndham International, Inc. offers upscale and luxury hotel and resort accommodations through proprietary lodging brands and a management services division. Wyndham owns, leases, manages and franchises hotels and resorts in the U.S., Canada, Mexico, the Caribbean and Europe, and guarantees that the best rates for its properties will be found on its proprietary Web site. For more information or to make a reservation, visit www.wyndham.com or call 800-WYNDHAM. Wyndham is a founding member of the Global Hotel Alliance (www.globalhotelalliance.com), a worldwide union of hospitality companies that provides guests with unique, personalized guest services.
The link doesn't work for me. Maybe if you could post the article here, would be appreciated.
May I? Joint marketing:
Transmeta and ATI Collaborate To Enrich Graphics Options
Tuesday June 1, 6:00 am ET
SANTA CLARA, Calif. and TAIPEI, Taiwan--(BUSINESS WIRE)--June 1, 2004--
ATI MOBILITY(TM) RADEON(TM) Family to Have Extended Availability for Transmeta Processors
Transmeta Corporation (Nasdaq:TMTA - News), the leader in efficient computing, and ATI Technologies Inc. (Nasdaq:ATYT - News; TSX:ATY - News), the worldwide leader in 3D graphics solutions, today announced a collaboration to provide extended availability of low-power, space-saving ATI MOBILITY(TM) RADEON(TM) graphics solutions for the Transmeta Efficeon(TM) and Crusoe® processor platforms. This extension provides availability of certain configurations of the MOBILITY RADEON family of graphics processing units with integral frame buffers through 2005 or beyond.
The extended availability of ATI's MOBILITY RADEON will give Transmeta's customers continued access to energy-efficient graphics solutions. These high-performance platforms are currently employed by industry leaders such as Sharp, as well as systems under development by other customers.
"Transmeta's OEM customers frequently choose ATI's exceptional graphics solutions for their systems, especially based on their high performance and low power consumption," said Arthur L. Swift, senior vice president of marketing, Transmeta Corporation. "As one example, Sharp has chosen the MOBILITY RADEON solution for its incredibly slim and efficient Actius MM20 / Muramasa MM2 ultralight notebook based on Efficeon. The extended availability of these solutions continues to give our customers attractive ATI graphics options for their innovative Efficeon system designs where minimizing power consumption is paramount."
A number of designs in the past have featured the combination of a Transmeta Crusoe processor and ATI graphics, ranging from notebooks to embedded products. Now Transmeta's Efficeon processor and its integral AGP 4X graphics interface allows customers access to higher performance AGP graphics solutions from ATI, such as the MOBILITY RADEON family of visual processors.
"As the worldwide leader in mobile graphics, ATI is committed to providing solutions that strike the balance between high performance and low power consumption," said David Cummings, director of Mobile Marketing, ATI Technologies. "Through working with Transmeta, we can offer increased value to notebook PC users by providing access to a best-in-class family of mobile graphics processors."
Just in:
Among a long list of demonstrations at Computex (June 1.-5.), Transmeta will be conducting the first public demonstrations of its new 90-nanometer Efficeon processor running at 1.6GHz. In addition, it will show Efficeon processors with No Execute (NX-bit) technology for increased protection against many of the most common types of virus and worm attacks, an Efficeon processor with Transmeta's revolutionary new LongRun2 power management technology and a number of innovative products incorporating the Efficeon and Crusoe processors.
OT.: Anyone seen "The day after tomorrow" yet? Nice movie...
It always puzzles me that China has come that far without letting the yuan flow. Most of the chinese are still living in the middle age. And imho, that won't change for a long time. So Chinese will still be compared to Italy for a long time...
So Midori is alive and well.
These chinese research into their own internet standarts reminds me a bit of building the tower of Babylon. Why not stick to one language/standart?
agreed.
Looks to me as if Schwab has it right. Kind of seems Brian Alger never heard of Long Run 2.
Here is my wager:
Give it a $5-$6 Mill. for Q1 04 with outlook of $5-$8 Mill for Q2 04 and $15-$20 Mill. for Q3 04 (or around $25 Mill for Q2 and Q3 combined).
We'll gonna see.
S.
Dew, this is what puzzled me a long time. I never understood why NEC or any other company didn't buy all they could at $1 or $2 prior to making a deal, which propels the stock price upwards. The profits from such a deal would have paid the royalties for years.
The best explanation I could come up with, corporate decision making is slow and to much influenced by internal politics. It is uncomparable to decision making of investors or traders, which sometimes happens within seconds.
On the positive side once the tide has turned in favor of Transmeta, the new trend is likely to last longer compared to what we might expect.
Regards
S.
So true, so true. We could also say Dothan is a half of Jonah...
TMTA will have a 'whale of a time'!
There are another 2 eyes watching.
I like the words "standart technology". One could imagine questions like "What, your chip doesn't even have standart technology inside?"
I call my Mother
LOL
-----
As for Jonah, imho the only reason giving a chip this name is that Intel is hoping for some kind of rebirth, new start picturing the "coming back to life or world" of Jonah, when he was rescued from the whale. But on the other side it could simply mean those priests on Intel's payroll are gaining more and more power over the "technicians". Maybe they need some spiritual guidance, some light in the dark... ok, ok...
The article you posted about the philosophical interpretation leads to some interesting points since Jonahs story is a key and a shocking one in the bible. On the one side it's a nice fairy tale for kids on the other hand it clearly shows that god doesn't give a d*mn for Jonah (for the human Jonah, maybe neither for the chip?). God is cruel, saddistically if God wants. And Jonahs believe into God doesn't change that. That leads us towards 2 conclusions.
1. God might have choosen to rescue the human Jonah from the death inside the whales stomach, BUT God may choose not to rescue the chip Jonah from the death of heat. and
2. (clearly the 2. is a more debatable conclusion) Jonah is a complete idiot to stay a religious believer which basically doesn't matter for his survival. If I would have been Jonah, I would have at least changed my religion/god to a more considered one. Anyway.
Jonah is not rebirth, it is pain, suffering and blindness.
I don't see an extension of paradox here, I only see an extension of stupidity for naming computer chips that started with Bananas and probably doesn't end with Jonah.
Sincerely S.
magyarul tudok pletyka'lni?
Continuing to hold those dollars...
I myself have an average somewhere between $0.45-$0.5. Well, I guess a few cents won't make a difference ( I only post the price since u did). - mainly find this interesting as a high risk long term capital play, since current management strikes me as able enough to overcome their current troubles. Some positive events I imagine could trigger some sweet upward avalanche in the not so distant future. Actually, the higher the stock price the better the picture gets. Maybe if the price is high enough they could even tap the stock market to get rid of some of their dept without causing significant dilution.
Anyway, I myself will add occasionaly pieces to my position only in case I see the undervaluation striking enough to serve me a free lunch (lately the picture got better little by little).
What exactly reminds you of TIWI and CCK? Thanks.
S.
I am also keen to see what Transmeta does next to lower power consumption. First it was to remove some of the IC's and move their 'work' into software (CMS). Then it was to make the remaining IC's use less power in the first place (LR2). What's next? It's almost like they are methodically working their way through the causes of wasted power and addressing each of them in turn.
I had the same thoughts while Ditzel was explaining LR2 during the webcast.
but I don't really see how it's going to add much to TMTA's bottom line. Maybe if there is a significant number of vendors are willing to license it, they could make some additional revenue over the next few years.
And don't forget to mention that the costs of developing LR2 have already been paid (or best to view them as fixed, one-time costs) and those upcoming royalty payments from NEC + any additional licensing contract increases revenue without increasing costs (unlike from pure crusoe/efficion sales). So basically a $1mill royalty payment compared to a $1mill revenue from efficion sales is a far supperior incoming flow of money.
At least until the next great power reduction technology comes out.
Now here we have one of the great advantages of LR2, as the NEC spokesman (CEO?) during the Licensing Web Cast pointed out: LR2 can be beautifully combined with existing and new power reduction technologies. (Which is maybe the reason NEC wanted such a long term stable commitment)
Nec bought a stake in tmta shares for about $10 mill AND licensed LR2 for chips produced beginning 2005, while expecting to have LR2 in 1/3 of it's chips by 2010. Now this alone is great news, since it has been a long time I saw a major company putting money into Transmeta. And I never saw a company making such a long term commitment into our investment. (They gonna use LR2 in 90, 65 and 45 nanometer generation semiconductor products).
You are right as well. This news is especially noteworthy, because it lends more industry wide credibility to LR2, meaning more firms are gonna license imho.
Do you expect TMTA to get into the business of licensing IP?
Yes, aside from their own chip products. Licensing fees/royalty payments might even make up most of their revenue in the future.
Aside from many other implications. E.g. do we know now, who could be the "backup" for producing Efficion if Fujitsu has delivery problems. etc.
Anyway, I really don't understand why you can't see the additional value of todays news, apart from it's $10 mill contribution to shareholder value?
It's not only $12 mill. more infos here. Now this is what I call GREAT news.
DJ UPDATE:NEC Elec Takes About 2% In US Transmeta Corp.
03/25/2004
Dow Jones News Services
(Copyright © 2004 Dow Jones & Company, Inc.)
By Michele Yamada
Of DOW JONES NEWSWIRES
TOKYO (Dow Jones)--NEC Electronics Corp. (6723.TO) said Thursday it has taken nearly a 2% stake in Transmeta Corp. (TMTA) and has licensed the U.S. chip maker's technology to reduce electrical current leakage.
NEC Electronics, the world's eighth-largest semiconductor maker by sales, said it paid nearly $10 million for the stake that it acquired through a Transmeta stock offering in December.
With the move, the Japanese firm will get access to Transmeta's technology designed to reduce leakage of electrical current that causes semiconductors to produce excess heat and shortens the battery life of portable computers and other electronic gadgets.
Transmeta, the Santa Clara-based manufacturer of microprocessors such as "Efficeon" and "Crusoe," specializes in energy-efficient chips.
In addition to the payment for the equity stake, NEC Electronics will be paying royalties for every chip it produces using Transmeta's low leakage technology, the two companies told a press conference.
The problem of electrical current leakage has become a major issue for chip makers around the world which are competing fiercely to produce more powerful chips.
When a chip runs, a so-called gate opens or closes to let or stop electrical current pass between two terminals. As gates gate smaller, a certain amount of current passes between the terminals even when the gate is closed, causing the leakage problem. This means that the leaking chips use more power and shorten the battery life of electronic products.
The leakage problem has become bigger as chip makers try to squeeze more transistors on a chip so that it can store more data for the same production cost.
Transmeta's "LongRun 2" software that NEC Electronics has licensed, effectively control a flow of electricity, called threshold voltage, when the chip is running. By using this technology, NEC Electronics executive vice president Hirokazu Hashimoto said the firm can cut its chips' power consumption to one-sixth of the level achieved with its current variety.
That means the technology could "at least double" the battery life of digital gadgets such as mobile phones, Hashimoto said.
NEC Electronics will begin mass producing such chips starting early 2005, the company said. By 2010, at least one-third of NEC Electronics' chips will be using Trasmeta's low leakage technology, he added.
The Japanese firm said it will use the technology for its chips with a line width of 90, 65 and 45 nanometers.
(MORE) Dow Jones Newswires
03-25-04 0527ET
=DJ UPDATE:NEC Elec Takes About 2% In US Transmeta -2-
NEC Electronics' Hashimoto said a major benefit of using Transmeta's leakage control technology is cost reduction, as it helps to sharply cut the rate of defects in the manufacturing process.
In the fiscal year 2010, Hashimoto reckons NEC Electronics could save as much as Y10 billion in manufacturing cost by using Transmeta's technology.
The stake in Transmeta marks NEC Electronics' first major investment since November 2002 when it separated from its parent NEC Corp. (6701.TO).
NEC Electronics senior vice president JJ Yamaguchi said the company has no intention to increase its stake in Transmeta beyond 2%. But NEC Electronics hopes to receive orders to produce Transmeta's Efficeon chips at its advanced semiconductor plant equipped with 300-millimeter wafers, he added.
Transmeta's chief executive officer Matthew R. Perry, declined to comment whether the company would potentially be using NEC's plant as a foundry in the near future. Last year, Transmeta selected Fujitsu as its foundry partner for its 90-nanometer Efficeon processors that it expects to produce in the second half of 2004.
Intraday chart shows a continuation of trend is in for wednesday.
Daily chart says we are likely to test the upper channel border, independent of what happens tomorrow. Actually depending on momentum, etc. we could see our baby breaking above the channel rather sooner imho.
Nice day.
Oh, if that is how you make investment decisions, god, allah or the dao may help you.
S.
"This is a big deal, and Intel is very conscious of proper disclosure rules."
They better be. Those class actions come fast and in the end are mostly paid by the company sued. Principiis obsta!
Sure, who would expect Intel to say different? That's why there is IRS, SEC etc...
Is this the beginning of something, maybe a new accounting scandal? :
02-23-04 0721ET
IRS To Look At Intel Tax Returns For 2001, 2002
DJ Intel Says Options Would Have Cut '03 EPS 14c/Shr
Is this the beginning of something? :
02-23-04 0721ET
IRS To Look At Tax Returns For 2001, 2002
DJ Intel Says Options Would Have Cut '03 EPS 14c/Shr
Thanks Birdie,
at least the chart would support your gut feeling. (Hell, I might need a deassembler for what your heading at, if I wouldn't have my crystal ball. )
I am watching...
S.
I really wonder not what this news is, but WHEN it becomes public.
S.
China started to buy major amounts of European currencies for its currency reserves around 2001 (and I think Japan did too).
That the denomination of oil in EURO will come sooner or later is imho unavoidable. The question is only will it be denominated in Euro alone, or will there, which I think is likelier, a double denomination in EURO and USDollar.
Two points that mainly will determine the EURUSD exchange rate in the near future.
1. How much USD were already shifted into EURO by countries with major foreign currency reserves (No doubt, they started already years ahead) and how much demand from USD for EURO is therefor left.
2. How much EURO will the ECB "print" to provide supply for the increased demand.
Sold Euro, bought Dollar between 1.286-1.288 yesterday.
Let's see.
Paul Allen, investor in TMTA, presents new Transmeta-based micro-notebook:
Now that the Tablet PCs are mired in the mud, alter-Vole ego Paul Allen's Vulcan has funded the development of a new, thumb-keyboarded with near-HDTV quality monitor in a micro-notebook form factor running, what else -- full Windows XP.
The new notebook, now officially called FlipStart, is expected to be released in Q2. It contains a 30GB hard drive, a Transmeta Crusoe 5800 1GHz CPU, and a 1024x600 display. WiFi-enabled, the FlipStart is also designed to be connected to both regular keyboard accessories, monitors, and so on-- but otherwise can fit in a large pocket with the same pocket-sag value as an overburdened mobile phone.
http://www.theinquirer.net/?article=14179
What is the date of that article? Thanks.
Hmmh, IHUB still has a problem showing the Euro symbol. EUR=?