OT.:

Anybody interested in currencies, there is a new and promising board at IHub:

http://www.investorshub.com/boards/board.asp?board_id=2236

Why do I post that here? Well, the value of the $ influences stock prices strongly, even the stock price of our "little" company here. Actually there is an interdependet relationship, but who understands that really?

S.

Ah, I just accidently stumbled in here. Finally a very promising looking Currency board here at IHub. Great.

I find currency speculation the most difficult of all speculations, since so many factors from different countries play into it, making it almost impossible for me to predict despite slow moving trends as a result of liquidity.

Maybe I can learn to improve my currency speculation bottom line here.

So, my first contribution to help kick off this board is a book recommandation (No, I don't know the author). It's about the asian currency crisis in the late 90s. However, it's not outdated since that contagion crisis can repeat and it also provides great backround info usefull once China starts floating it's currency first in a trading band, later free (so the rumor says). It's written by a currency trader Callum Henderson and called "Asia falling?"

- Can anybody here point me to some usefull volume information on currency and currency future trades? It seems like there exists no decent Currency chart with volume information out there.

- It feels like the USDEUR is in for a correction, Maybe down to $1.2/?1, doesn't it? I could be wrong.

- What are the most important factors, numbers that influence the dollar, and to what percentage? I would be very thankfull if any knowledgable person out there could point me into the right direction.

S.

Sweet, do know the estimated selling price?

"- Two full days standby power
- One full day operation in low-power mode
- 2-3 hours running Windows® XP operating system and Microsoft® Office applications"


(OQO around $1900, isn't it?)

Wow, Perry changed, or is it just me?

Somebody still here?

Hi,

1. somebody here has some overview over the political positions the democratic candidates took? Pros and cons?

2. Assuming for a minute there are no Republicans and the next presidential elections would be between Kerry, Dean, Clark and Edwards. Who would you vote for and why?

3. Which candidate would be the most skilled in their financial and monetarian influence on the system? Who would make the most restrictive/least restrictive financial politics? (Who is liked most be Wall Street?)

4. To put the characters into some stereotypes shortly:
Kerry - the most political savvy;
Clark - most experienced in military and economics;
Dean - in the footsteps of Gore, speak environment and globalization;
Edwards - young and unexperienced

Right?

Thanks for any opinion.

TRANSMETA ACHIEVES ISO 9001:2000 CERTIFICATION

Certification Recognizes that Transmeta Provides Industry-Recognized Level of Quality and Service

SANTA CLARA, CA - January 19, 2004 - Transmeta Corporation (NASDAQ:TMTA), the leader in efficient computing, today announced as part of its continuing corporate quality program, Transmeta has been issued ISO 9001:2000 certification by Det Norske Veritas (DNV), an accredited third-party registrar of the International Organization for Standardization (ISO). By receiving the ISO 9001:2000 certification, Transmeta is recognized for providing industry-level quality and service, and can ensure customer confidence in their decision to partner with Transmeta.
The ISO 9001:2000 standard is designed to consider all important processes affecting quality, from the internal review of contracts received from customers, to the packaging and delivery of the finished product. The intent of the standard is to provide a universal baseline for quality management that can be used by companies around the world. The success of this idea is evident; ISO 9000 has become the most widely used quality management system in the world.
This ISO 9001:2000 quality standard shows that Transmeta places greater accountability on both executive management involvement and measurable quality objectives. In obtaining the ISO 9001:2000, Transmeta has demonstrated its ability to consistently provide product that meets customer and applicable regulatory requirements. Furthermore, certification demonstrates that Transmeta aims to enhance customer satisfaction through the effective application of its quality management system, including processes for continual improvement of the system as well as assurance of conformity to customer and applicable regulatory requirements.
"Transmeta has always been dedicated to deliver the highest quality products through our internal quality management system processes. We are proud that our processes have been found complaint and stood up to the scrutiny of the ISO 9001:2000 certification standard," said Dr. Matthew R. Perry, president and CEO of Transmeta. "In obtaining the ISO 9001:2000 certification, it shows the industry that our internal processes have been validated by DNV, which shows the predictability of our internal operations and the ability to meet various future customer requirements."

Hi,

long time no write. I was thinking how it would be if IHub went streaming. Do you think it would be possible to implement something like a RSS Reader (http://www.hebig.org/blogs/archives/main/000877.php). That could be a great help for daytrading boards.

Cheers

S.

PS.: I forgot if there is a request board.

Oh, don't get us (me?) wrong. There is no doubt about strong competition, and that Intel will the THE company with the highest market share in portable computing. However that will not hinder the success of Transmeta this year and next.

And there is no doubt as well, that Intel built some "dream castles" or dream CPUs, because they know as well that Efficion is finally the first great chip for Transmeta, that could mark the transistion from a pure research company to a very profitable growth company.

s.

What makes you think Dothan ships in Q2? Besides, if I would own Intel, I would demand, "Show me do Than!".


ahmmm, hmm,...

Realistic is to expect a slow but steady increase in revenue, something like Yahoo showed, beginning first quarter 1996, imho.

Ok, the important number:

The company currently expects first quarter revenue to be between $5.0 million and $6.0 million.

Looks good, slow but steady pickup in the making.

...as we all are waiting for the one. However, tmta moves very well with the market, the innovations continue rapidly and the weak dollar should make the chips (sold in $) more attractive to buy. So whatever comes up, the bigger picture fits for me.

s.

Birdie,

Hohoho, Santa might be coming out early this year. We'll see if Husseins capture get him going.

s.

A long forgotten feeling, eh, the defense of our stock:

11/17/2003
Dow Jones News Services
(Copyright © 2003 Dow Jones & Company, Inc.)

NEW YORK (Dow Jones)--Equities remain a solid investment despite a pullback Monday, said Timothy Ghriskey, president of Ghriskey Capital Partners.

"We're seeing a rotation out of techs and other cyclicals," he said in an appearance on CNBC Monday.

"We're not surprised to see the market pull back a little bit," he said, though he added that the market will go higher, which will drive earnings up.

"Bonds here are not the place to be," especially as the economy is improving, he said.

He recommended a diversified portfolio of mid- to large-cap stocks, specifically highlighting Allied Waste Industries Inc. (AW), SRA International Inc. (SRX), Transmeta Corp. (TMTA) and Zoran Corp. (ZRAN).

Ghriskey and members of his family own shares of the companies mentioned above, and his firm owns 1% or more of the stock of those companies, according to disclosure information provided by CNBC.

Thanks m nouri,

that's a nice overview.

put up two common chip research links @ the ibox. In case you know better ones - let me know, and I put it up...

S.

OT.: (I had to) Hehehe

http://biz.yahoo.com/fo/031029/c5818a3280a41852f8a4b6503f323325_2.html

"Interest Rates are poised to be raised in the US."

I sincerely hope so, as that could stop the free fall of the dollar vs euro.

"UNLESS the product offered is some mass market afforable gizmo - take for example - smart iphone technology."

or PDAs or etc...

"My reasoning behind the company or corporate market is the people in IT departments are far more clued in."

Maybe, but if they have a spending restriction as we saw during the last years, they simply can't buy what they want, while consumers indeed kept on spending.

"AMD have found this difficult, but have done well to make a dent."

The only reason why they have come a long way, was because of consumer support and not corporate support.

There is a pretty nice article at anandtech about nforce3Go+efficion and their plans about PDAs.

http://www.anandtech.com/mobile/showdoc.html?i=1906

It should also answer previously posted question, about why the Nvidia deal was such a big hit.

chipguy: Why hasn't Intel implemented it, if it is such an non-issue since decades but a nice fit to the leakage problem?

Bird, you just described a negative spiral. Why wait for 90n? It's pointless. Transmeta got everything right here, right now. There is no point in waiting for 90n. Because when 90n arrives, everybody should then wait for 65n? And leakage control is at the current state not implemented but also not necessary for most target products.
The OEM idea was good. However the corperate customers were an extremely bad idea for the past years. They are the industry and the money stays in the industry in bad times, which means Intel. It just seems they targeted the wrong products at the wrong time for wrong customers after all. I am just suggesting that going more for consumers and consumer products instead of corperate would have been more successful, no?

I just want to go to a shop here, and ask for 5 Asus boards with nForce3 + efficion, and have it delivered the next day. That's all.

As Dew pointed out Q3 isn't the issue here, but Q4 is with 2.5 efficiont month there ought to be something up.

Now I don't really see where the problem is. First time in company history they have a product that can show itself compared to its competitors, and actually has it's advantages over them. So why doesn't it sell immediately? Maybe, only maybe because they treat their channels too exclusive, restrictive? Is it because they limit themself to only a very few target markets, products (to create a special brand awareness) or to only a few OEMs? Or am I wrong? Is this baby kept too seclusive? I am pretty sure it is not Intel forcing it's partners to ignore Transmeta. There's a hell of a lot more applications for efficion apart from what we have seen already. And there is a market. But where is the inefficiency that causes the supply to miss it's demand?

Perhaps they should open up a bit, and let the chip find it's demand. I had the impression from the past, that implementing a Crusoe solution ment working closely together with Transmeta and it's engineers to get the project going. That should definetely become easier. (e.g. ATX boards and not only notebooks)
Or is it because nobody wants to buy from Transmeta, because there are Transmeta?

S.

Yub, I know, I would really worry about my position if you would buy now. Hope you have better luck with your Intel shares..

Cheers

S.

"In the meantime, it needs to wish like crazy that Efficeon starts attracting a broader range of customers."

I duely hope, we see at least one nice ATX efficion board asap. I have some PC boxes to update with that chip. That said, I am off for some spending...

"If I were a shareholder, however, I'd be getting out at the $4 level. They're not likely to see those prices again any time soon, once the stock pulls back."

With all due respect and no offense intended, but if I remember right you have been 100% wrong with the Transmeta trades you posted on this board here. A perfect track record.
Anyway, it will be interesting to see, where this stock ends up.

"Re: What 13micron process are they using at TSMC and what are they expected quantities for the coming quarter?

Not exactly sure what you mean, but they didn't give many details here. One interesting thing, though, is that they plan to use Fujitsu's manufacturing for the 90nm process, and they claim they will have a product next year. I am skeptical, however. It's not as easy to change foundries and get similar results...."

I was thinking about what e.g. different materials they use (e.g. FSG) etc. Just some infos about what kind of technical possibilities that are available at TSMC they are using...

"Not that you'll be running your laptop in suspend mode, but it's still an interesting datapoint. Keep in mind, though, that TMTA simply unveiled this technology - they will not be implementing it in the first Efficeon chips to hit the market."

Now that is what I was wondering. I understood it is already built into the structure, but not enabled via software yet (to be enabled in the future). The question is, if enabling of those early efficions is possible via CPU software update?

Yes, did they run the efficion against other chips? And if, how was the perfomance? Did you gain any more technical insight on the chip? And if yes, what? Especially about the LR2? What 13micron process are they using at TSMC and what are they expected quantities for the coming quarter?

TIA
S.

An answer from logic but not technical backround.

"does the software control of leakage become
a greater relative advantage as they move to 90nm
and crank up the frequency ?"

The software control probably stays at the same level, but the relative power savings should increase on smaller dies since leakage naturally increases but wait cycles stay the same.

For the other question. The info about the voltage threshold might changed your point of view?

Does somebody has more technical info on LR2? I understand software at the same level where CMS resides is used to adjust the thresehold value independently of n- and p-transistors to avoid turning them one. But how does it work? It seems it works best the less busy the chip is. Does somebody has a number of the minimum possible savings, since even at 100% cpu use there are always waiting cycles?

Really happy about the willingness to licence this technology, but is it easily possible or do implementors have to create a kind of software based GPU or CPU before using this?


...Maybe things become clearer to me after I get some sleep...

S.

Well, first of all it is not so clear how much is really needed. Fortunately the launch of efficion is NOT a paper launch this time, it begins shipping now. Secondly there doesn't seem to be a manufacturing problem here. So we have to wait for the q3 cc and the outlook.

Second, in case they need additional financing I would love to see them doing it by issuing dept for varying reasons. One of them is that empirically companies with a little managable dept have performed better than companies without. Dept get managment really going.
But, I have to be realistic. Most likely is financing through issuing more shares. In your example of $100mill at a share price of $10 would mean dillution of 10mill shares - relative to the outstanding not too bad, however, around now, I would expect them to issue those to the open market but via a PRIVATE PLACEMENT to some of it's partners, immediately locking up the shares away from trading.

just imho.

(excuse my bad grammar, I am a bit tired)

S.

I didn't realize Transmeta is partnering with Xybernaut.

Chartwise I see $4.5 as the next target and resistance, which if taken down should proof a target of $5 a bit timid, imho. But these are only technicals, so what do I know...

JMP Securities Starts Transmeta At Strong Buy

Nice. Freds military deal...

TRANSMETA SELECTS FUJITSU SEMICONDUCTOR AS THE FIRST FOUNDRY FOR ITS 90NM GENERATION OF EFFICEON PROCESSORS

Volume production for the 90nm version of Efficeon is slated for the second-half of 2004.

That should go along the same time AMD shifts to 90 nm. Hope this goes smoothly. At least the backup here is an already running process at 130 nm.

S.

Did we get this Amtek Crusoe Tablet yet?




http://www.amtek.com.tw/

http://www.heise.de/newsticker/data/jow-25.09.03-000/

Maybe the announcement wasn't as relevant as the price explosion, but it could have been the "drop" necessary...

Apart from that, I have some explanations for my own, which are not ripe enough to write them down yet...