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I am 37 and your jealousy is apperant ;)
Good Luck!
"Price is what you paid, value is what you once had..."
>> This is now back to the 1.50-1.90 range where I sold it a year ago. <<
What's your point. I rode this up to 5.50 and sold it for a whopper of a gain. I think I'll go ahead and do it again only this time I just may wait for 10+ ;)
- 119.
- A week in tech -
By FinanceAsia & IRG 25 June 2004
All the latest tech news from around Asia.
http://www.financeasia.com/articles/4A4A17A9-9027-7E17-4B038C9D1F080263.cfm
Japan
Mobile / Wireless
- NEC Electronics Corp., NEC Corp. and Transmeta Corp. have jointly developed advanced large-scale integrated circuit technology that allows people to use their cell phones 10 times longer by sharply reducing power leakage. The new technology will also likely be applied to the development of energy-saving digital cameras and notebook computers. The companies aim to market phone handsets featuring the new technology as early as 2006. The breakthrough has been made possible through use of a large-scale integrated circuit with a width of just 65 nanometers. To date, the narrower the circuit width the more electricity the chip tends to lose. But the three partners managed to reduce power leakage by 99% through use of insulating film and Transmeta's circuit control technology. Current cell phones allow users to talk for no longer than two to three hours. The new device will extend the time 10-fold.
- 119
How long before one of these Efficeon micro-PCs add some solar cells to the outside case to prolong (and/or recharge) the battery. Can it be done? Some calculators can do pretty well with very little light.
Good call on the solar cells. I hope that this is the future direction. I remember when the first LED digital watches were introduced in the late 70s - you had to press a button in order to see the time. Number one short-term order of business is to fine-tune the classic Crusoe enough in order to obtain good enough performance reviews when the first generation MPCs become public later this year. Unfortunately the Crusoe has now become a short-term crutch to effecion and we don't want to lose these devices to Intel like we did the HP TPC or it is really truly over (IMOP). That said, I don’t really think it will ever be over…
- 119
I feel, personally, without voice control or smart stylus, the tiny keyboard issues are the biggest stumbling block.
I agree with you about the hurdles of tiny input peripherals but I also think that battery life is an equal challenge to mass adoption.
119.
You took the words right out of my mouth. That was a harsh response but very honest. Intel's short-term success by copying Transmeta's lead is very flattering. Intel does indeed currently sell many more processors but they have been around much much longer. Craig Barrett is no Andrew Grove and his days are numbered. Transmeta will eventually gain the high ground in this sector - it is only a matter of time. Software is flexible that is the only reason why it exists. Intel is just finally learning how powerful that approach can be. Too bad it is probably going to be too little to late. There is a major shift occurring in efficient mobile processors and it is clearly not at all in Intel’s favor. That said I guess we will have to just wait and see.
- 911.
I purchased the majority of my current holdings at .87 Do you think I should sell? I think not...
- 119
Perhaps because there are now x86 compatible uPs
suitable for mobile applications that don't sacrifice
performance and that are sold by vendors that will
still be in business a year from now. Just a thought.
Check back this time next year and see how still in business is...
LR2 - Just another shallow thought?
Thanks for your recent actions UKBird. Overall wbmw seems like a pretty open minded and a reasonable poster. Chip guy consistently attacks this board with unreasonable motives. In my opinion passive aggression is never debatable. I think that in the past you have been consistently tolerant. Sometimes enough is enough.
119.
Flip Start (AKA Vulcan)
http://minipc.vulcan.com/aboutproduct_features_sizeandpower.asp
LID™ Module
A Low-Power Interactive Display module gives you instant access to Microsoft® Office Outlook® email, calendar reminders, contacts and MP3 files from anywhere:
http://minipc.vulcan.com/aboutproduct_features_lidmodule.asp
OQO is pretty cool...
- but we already knew that ;)
http://www.transmeta.com/images/video/matt2.html
Digitizer Problem
Could this perhaps be a symptom of excessive heat?
http://www.tabletpcbuzz.com/forum/topic.asp?TOPIC_ID=9285
"Price is what you pay, value is what you get."
I guess you could also assert "You get what you paid for".
The fact is that Transmeta has successfully and to their credit gallantly survived the worst economy with just a single prototype disguised as a product (CRUSOE). Now they have successfully snuck in the actual product (EFFICEON) and by all indications it simply kicks ass. In addition, because of a very successful secondary offering they have more than plenty of cash ($$), and they have a significant bonus offering of the solution to a complex problem (LR2) that to this day others still cannot solve (and may not ever – hence the nasty delays?).
I think that it is pretty safe to assert that Transmeta will at the very least thrive like a wild fire on a dry mountain with a severe uphill gusty wind.
Good Luck on yours! - 119.
Best of CES 2004: Mobile Computing
Tech Live: Hot news, hot products, fresh features and cool stuff
Premieres Weekdays at 8 p.m. and Sunday at 12 p.m. Eastern
OQO's uPC is a full computer that fits in the palm of your hand.
Watch today at 8:30 p.m., tomorrow at 6:30 p.m., and Thursday 1/15 at 10:30 a.m. Eastern.
OQO takes mobile computing to new dimensions (literally) with the uPC (ultra personal computer). Measuring only 4.9 inches wide, 3.4 inches tall, 0.9 inches deep and weighing 13 ounces, the uPC brings Microsoft Windows XP into the palm of your hand. If on-the-go computing isn't your forte, the uPC can do duty as a portable digital audio/video player.
The uPC uses a five-inch widescreen display with a native 800x480 pixel resolution. Slide up the display to unveil the thumb keyboard complete with numeric keypad. Control the mouse with the built-in TrackStik or a digital pen.
Here are the notable specs.
1-GHz Transmeta Crusoe TM5800 CPU
20GB hard drive
256MB DDR memory
Integrated 802.11b and Bluetooth
4-pin FireWire
Depending on usage, OQO hopes to keep you mobile for up to six hours on a single charge. The batteries are so light that you can carry an extra, no problem.
Composing your latest novel on the thumb keyboard sounds like a painful chore. Fortunately, the uPC has a docking cradle that allows you to connect a full-sized monitor, mouse, and keyboard.
Company: OQO
Product: uPC
Price: Under $2,000
http://www.techtv.com/news/ces2004/story/0,24195,3591502,00.html
>> The additional breathing room depends in part on the offering price, which apparently hasn’t yet been set. <<
I guess you are saying that the offering price isn't $3.40? I assumed it was but after re-reading the news it looks like that was just an example benchmark. How does the share price typically get set? Is it negotiated based on capital, debt, revenue, other? Anyone care to elaborate?
Based on the stock's closing price of $3.40 on Nasdaq on Monday, the offering would raise gross proceeds of about $85 million, it said.
Transmeta plans public offering of 25 mln shares
Reuters, 11.25.03, 2:58 PM ET
SAN FRANCISCO, Nov 25 (Reuters) - Transmeta Corp. (nasdaq: TMTA - news - people), a designer of microchips for electronic devices that need long battery life, on Tuesday it plans a public offering of 25 million shares.
Based on the stock's closing price of $3.40 on Nasdaq on Monday, the offering would raise gross proceeds of about $85 million, it said.
Santa Clara, California-based Transmeta said it intends to grant the underwriters an option to purchase an additional 15 percent of the shares sold to cover over-allotments.
The managing underwriters will be Needham & Co. Inc., A.G. Edwards & Sons Inc. and U.S. Bancorp Piper Jaffray Inc.
Shares of Transmeta were down 4 cents at $3.36 in afternoon Nasdaq trade.
Copyright 2003, Reuters News Service
Transmeta may pull out of this. We will soon see...
Thanks chipguy for reiterating the Internet links. I too have heard that the Crusoe is similar to the PIII-M but until now I did not officially realize that aside from the smaller size the Crusoe actually performs at half the clock rate of the PIII-M. I guess that perception is everything. Many in my company find that the portable TC1000 tablet PC keeps up just fine and many times equal to the prior purchased P4 workstations that are currently use in our office.
Maybe much of the misconception is based on published benchmarks that are strictly focused on the significance of first time software load time thus ignoring the actual execution time. This is a common misconception from many not familiar with the behavior of Transmeta processors. In fact that is why Transmeta Crusoe looks so weak using many of the standard benchmarks.
Don’t get me wrong because I fully appreciate your assertion that the Banias is shown to outperform because of a faster clock speed. My question is how long do you anticipate it will be until a Centrino chipset will fit into a tiny mobile computer e.g. the OQO or Antelope Computer Core? Is Intel steadfast on strictly focusing on balls to the wall performance or will they step back and commit to producing a CPU that can be encased in a tiny form factor that is completely void of a fan? I tend to ask this question because I personally think that the compact and fully functional form factor is due to soon materialize into a rather significant market. I have read that Sharp ultimately chose the Crusoe in their thin laptop because that was the only alternative; OQO stated a similar testimony. I may be wrong but at this point it seems to me that in the foreseeable future the Efficeon will only perpetuate this compact, thin, light, and fanless trend that may soon become the next technical pop culture phenomenon.
119.
Japan, China, SKorea to jointly develop Windows replacement
Sat Aug 30,10:29 PM ET
TOKYO (AFP) - Japan, China and South Korea plan to develop an original operating system in a bid to challenge the domination of Microsoft Corp.'s Windows, news reports said.
Trade and Industry Minister Takeo Hiranuma is to propose the plan when he meets his Chinese and South Korean counterparts in Phnom Penh on Wednesday on the sidelines of the ASEAN trade ministers' meeting, the Nihon Keizai Shimbun and the Asahi Shimbun said Sunday, quoting sources.
The three countries are expected to reach an accord in mid-September, when senior trade ministry officials are to hold another meeting, Asahi said, and to establish a joint private-.
The accord would be the first signed by major economies, the two dailies said.
Under the expected tie-up, the partners are expected to improve open-source operating system, like Linux.
The three countries are to set up a joint private-sector promotion committee in mid-November, to include Japanese businesses such as NTT Data Corp., Matsushita Electric Industrial Co., NEC Corp., Hitachi Ltd. and Fujitsu Ltd.
The project is part of combined efforts to reduce heavy reliance on Microsoft's operating system, which they say has oppressed their business strength in the computer software industry.
Japan, China and South Korea have also noted the risk of overconcentration of a single software product, they said.
Computer viruses targeting Windows' defects have been rapidly proliferating, awakening global industry officials to the importance of reviewing reliance on Microsoft's operating software.
To develop a Windows replacement, the partners will make improvements to Linux or other open-source programs, using their basic designs, and develop their own unique application software programs, including those for word processing and spreadsheets.
The governments of the three countries will consider subsidising the project. If a new operating system is developed via the scheme, the three governments are expected to use it in some of their computer systems, they said.
Much better alternative - feels a bit like home again. This story has been a long drawn out affair and the carriage has just about reached the apex; get ready...
cheers - 119.
Have fun and remember to please take care to offer us the usual unbiased opinion.
"I will endeavour to make the banner look better. The banner link from the official 'Efficeon' site, gives the same rough top line."
The banner link from the official Transmeta site does give the same rough top line but that is because it is a component of a drop down menu. You are displaying an out of context-orphaned version, which by all means should exhibit a proper border. In the end it is your site but I really think the banner being displayed void of a closed border is just a little bit tacky.
Cheers - 119.
"I would have branded Astro and introduced:
Transmeta DYNAMORPH. The Cool Processor for Mobile Computing with Dynamic Efficiency."
I personally feel that the name "DYNAMORPH" is a bit tacky. To me it sounds like a factory machine that a worker would use to hone spurs off a piece of bulky blunt steel e.g. an Intel CPU. Personally, I absolutely love the name "efficeon". I also think that the official name makes the hasty "Centrino" brand name look more and more like it should have been deemed a crayon color (with hot pink hues).
Where are all the Intel droogs? They usually offer a commentary on this type of news. Oh well, "public opinion has a way of changing".
119.
Thank's for all the fish...
http://post.messages.yahoo.com/bbs?.mm=FN&action=m&board=1602585284&tid=tmta&sid=160...
Dew, RE: As far as cost is concerned, the die shrink will reduce silicon cost per raw chip. However, it remains to be seen whether the fully-allocated cost for Dothan (including depreciation and possible changes to COGS for changes in yield) will allow Dothan to be sold at a lower price than Banias.
Dew.
What is your definition of a "raw chip"?
TIA - 119.
chipguy, Perhaps you two "like minded guys" should get together and watch some WWF
and gladiator movies. Remember - don't ask, don't tell.
What is your point? What were you thinking? Are you insinuating that Dew and I are a gay couple? That is what I am interpreting from your post. If so, you have certainly overstepped your boundaries. Depending on your response I will be reporting you as I strongly feel you are in full violation of the rules of this board and feel that your post has crossed over the line as a full-fledged illegal personal attack.
Dew, Just had a strange dream about tag-team wrestling. Can’t figure out why, but I have an odd feeling that it has something to do with this message board…
I had a similar dream. How weird...
Dew, For the first time, TMTA might really be a buyout candidate. My take on this new revelation:
http://messages.yahoo.com/bbs?.mm=FN&action=m&board=1602585284&tid=tmta&sid=16025852...
119.
greg s, Forgive me if I am out of line but all you seem to do is try to zing posters of this board (and recently other boards). This is merely an inquiry but I would expect more from a moderator of IHub as anyone can sit back and criticize. I at least try to converse about the topic at hand. Let me know when you take a vacation I would love to fill in for you...
119.
Understood - but Transmeta probably gave away most of their TM5800 assets for TC1000 marketing visibility and although a high-risk investment, I don't think anyone really believed that Transmeta would actually achieve profitability in the 4th quarter (I never did). That said, one could argue that they continue to assert a pretty strong effort for the sake of some sort of success in the processor arena. HP has insinuated that Transmeta will likely supply the CPU for the TC1000 successor and the embedded market is very versatile. This of course remains to be seen but if it is of any consolation at the very least Transmeta has succeeded in remaining a contender throughout this ailing economy. I think it is reasonable to assume that the most important factor for the OEM will be cost over performance.
Good luck!
119.
wbmw, I doubt Intel will get sloppy seconds on this babe magnet but I'm sure they will take it if they get the opportunity (tongue in cheek).
Dew, I beg your pardon but you were not very diligent on giving credit to that link…
119.
THANKS senjenpa & sf_tal for the EXCELLENT posts!!!
119.
I went ahead and invested $10,000.00 Monday. Would have been more but XMSR looked good again too (I hope this post doesn't offend anybody recently sensitive to any of my posts).
119.
greg s, RE: That is an unsubstantiated claim, bordering on a personal attack. I, for one, believe your claim is patently untrue. I have known wbmw for years in cyberspace, and "chipguy" is another (and different) poster, who seems very familiar to me but posted under a different nick on SI, if my radar is correct.
So, prove your allegation or can it.
I know of many cyberspace handles too but I cannot prove their identity.
I would say that the statement: Otherwise, feel free to continue your accusations and prove that you are the equivalent of a twit giving insults at a sixth grade level. IS a personal attack. I have thick skin.
Anyway, as stated previously I was just inquiring...
119.
wbmw, Re: Excuse me, but if you want me to shut up and allow you to continue your money losing stock strategy, then why did you respond to my post? Do you like having conversations with people that you think are posting for no reason? Get a life. I was simply posting about my TMTA trade, and since this happens to be the public TMTA forum (and not your private cheerleader forum), I was simply posting on a relevant topic, and to any real investors who might be lurking. On real investment forums, people give both bullish and bearish opinions. If you don't like that concept, go back to the Yahoo chatrooms or wherever you came from.
And by the way, if you have any questions as to my identity, or whether I am posting under multiple aliases, it's as easy as contacting the iHub administrators, Bob and Matt. I've been told that they are quite good at finding duplicate accounts, which they quickly delete upon concrete identification. If you want to get rid of me, then drop the one-liners and try to show the board administration that I am disobeying one of the cardinal iHub rules, and that will get my account revoked. Otherwise, feel free to continue your accusations and prove that you are the equivalent of a twit giving insults at a sixth grade level.
I was just inquiring...
119.
wbmw, RE: Raluck, I sold my TMTA shares for $0.95.
If you sold your shares than why would you care to post anymore about the company you sold. I don’t see the point in that. When I sell shares in a company, I move on rather than posting under two handles to try to make my point...
119.
Dr. Perry held his poker face well today. I won't fold. More than ever I believe we have been delt a Royal Flush. I think I will keep my cards… Ante up!!!
A one, a two, a three, a four...
The devil went down to Georgia
He was looking for a soul to steal
And he was in a bind
'Cause he was way behind
And was willin' to make a deal
When he came upon a boy sawin' on a fiddle
and playin' it hot
And the devil jumped up on a hickory stump and said,
"Boy let me tell you what:
I guess you didn't know it
but I'm a fiddle player too,
And if you care to take a dare
I'll make a bet with you
Now you play a pretty good fiddle boy
But give the devil his due
I'll bet a fiddle of gold against your soul
'Cause I think I'm better than you."
The boy said, "My name's Perry
And it might be a sin
But I'll take your bet, your gonna regret
'Cause I'm the best that's ever been."
Perry rosin up your bow and play your fiddle hard
'Cause hell's broke loose in Georgia
And the devil deals the cards
And if you win you get this shiney fiddle made of gold
But if you lose the devil gets your soul.
The devil opened up his case and he said,
"I'll start this show."
And fire flew from his fingertips
As he rosined up his bow
And he pulled the bow across the strings
And it made a evil hiss
Then a band of demons joined in
And it sounded something like this
When the devil finished Perry said,
"Well you're pretty good ol' son!
But sit down in that chair right there
And let me show you how it's done!"
Everybody sing...
Fire on the mountain, run boys run
Devil's in the house of the rising sun
A chicken in the breadpan, picking out dough
Granny does your dog bite? No, child, no
The devil bowed his head
Because he knew that he'd been beat,
And he laid that golden fiddle
On the ground at Perry's feet
Perry said, "Devil, just come on back
if you ever wanna try again.
I done told you once,
You son-of-a-bitch,
I'm the best that's ever been!"
He played:
Fire on the mountain, run boys run
Devil's in the house of the rising sun
A chicken in the breadpan, picking out dough
Granny does your dog bite? No, child, no
PS - Intel Pioneer Leslie Vadasz to retire...
119.
..........before the storm
wbmw, RE: 119, I love the whole tablet concept. I've said so before that I am looking at a design from Motion Computing.
I am very familiar with the Motion tablet. In fact when I was shopping around it became my second choice. I also like the NEC. I wasn’t ever even planning on purchasing a TPC until I saw the versatility and price of the TC1000. For instance I use the slate mode for casual reading, designing, taking notes, and marking up documents. I use docking station mode for development/documentation. Finally I use the notebook mode for development/documentation and airplane travel. I use all three modes to surf the net. After experiencing this type of versatility, I personally would never go with a solution that is a pure slate or pure notebook. If HP/Compaq or some other company comes out with a next generation TPC or any other gadget that I really want I will purchase it regardless of the processor.
Early on I did have some performance issues with my TC1000 in fact I stated that publicly on the Yahoo message boards last December. Since then I doubled the memory and applied the Transmeta CMS update along with some other miscellaneous XP tweaks. I often have MS Outlook, MS SourceSafe, TOAD (a third party Oracle client), MS SQLServer, JBuilder, a couple VNC sessions, and a few web browsers open at any given time. Let me re-iterate my prior post. When using my TC1000, I never ever have any performance problems whatsoever .
119.
wbmw, RE: Do you have any experience comparing your Crusoe based tablet with a Pentium III based tablet? I was under the impression that compiling Java would take at least twice as long on a Crusoe based system, based on benchmarks I've seen in the past. Then again, maybe that's an acceptable speed, given what you're building. Not much of a difference between 4 seconds and 8 seconds, is there?
Yes. One of our engineers uses a Toshiba Portégé 3505 but my Java project is not loaded on that device so I can’t give you any benchmarks for the Pentium III. All I can offer you is that my TC1000 hard boots to a windows login dialog in 45 seconds fully hibernates in 15 seconds and returns from hibernation to login dialog in 20 seconds – login from hibernation is instant. As far as Java goes using Borland’s JBuilder compiler loaded on my TC1000 I can build an entire project of about 450 class files in 85 seconds the first time; 45 seconds any subsequent times. The Toshiba tablet would of course build the project much faster all the time but how often does an engineer perform a full build vs. a make, which only compiles the deltas and any dependancies.
The Toshiba is essentially a notebook computer equipped with a Wacom Digitizer so that it can be labeled a Tablet PC and it always weighs 4.1 pounds. The TC1000 weighs 3.0 pounds without the keyboard and all of the guts are located in the slate. In my opinion the TC1000 biggest shortcoming isn’t the processor speed it is the fact that it lacks pressure sensitivity, but as an engineer I could care less about that feature and prefer the tempered glass instead.
119.