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How do you get your support price?
OT.: Euro Bug (no offence Birdie)
I just heard, the faces on the backside of the initial Luxembourg Euro coins were coined falsly. The duke looks to the right, while he should look to the left. So they recall all the initial coins, which makes the starter kit more valuable. I heard of a $1000 paid for a €12 kit, which means I step back from my IPO. LOL
Nice link to one of the other OT we had recently. While the joke of 2001 were the analyst, 2002 is gonna be the year of the accountants:
http://news.lycos.com/news/story.asp?n_0=1§ion=MyLycos&pitem=BUSINESS%2DENRON%2DANDERSEN...
But shorts are not hedging. One hedges with options but not with stocks or did I get something wrong?
Today TMTA rocks, way up to go.
Yipieh. eom.
I guess a lot of people are just waiting for this pull back, so it simply won't happen. I myself hoped for TMTA to go below $1.4-$1.5 after Q4 disclosure, so I could average down...
You are still short after September? The WTC attack was a catalyst. The lows at that time would have happened even without, but later, maybe even right now (Jan, Feb). The attack accelerated everything. And since we've already reached the bottom back then and the market must have a direction, it's going up even before the news get more favourable. Just my point of view.
You must love the risk... On which stocks if I may ask?
Since your not trading this stock, I still think those months around is a good time to average down your TMTA holdings. But what do I know...
Who "invented" the Jan. effect anyway? Fabled is a good word for it, since we don't know if the effect was first or the model of it. LOL. In whatever case, if you do a regression over the last decades, the average prices in January are higher compared to December before. Of course, there are exceptions, where the index is higher in Dec...(It doesn't feel so this year)
Compiled from outside sources; Willie Teng, DigiTimes.com [Friday 11 January 2002]
First International Computer (FIC) received Tablet PC orders from PaceBlade Technology, a Los Angeles-based company, the Economic Daily News Chinese-language newspaper reported. Mass production is scheduled to begin this first quarter.
Initial quarterly shipments will be a mere 10,000 units, but total orders for the next 18 months are expected to reach 150,000 units. Since the contract price of PaceBlade Tablet PCs is reported to be about US$1,000, FIC is projected to fetch US$150 million (about NT$5 billion) in revenue from the deal.
The PaceBlade shipments are FIC’s first Tablet PC orders.
PaceBlade named its Tablet PC the PaceBook. The product runs on the Transmeta 5600 (600MHz) or Transmeta 5800 (800MHz) and supports the Windows XP operating system. It is equipped with a 12.1-inch XGA TFT LCD and infrared wireless data transmission capability and weighs 1.6 kilograms (3.5 pounds).
http://www.digitimes.com/NewsShow/Article.asp?datePublish=2002/01/10&pages=PR&seq=201
Arch, Muell pointed me in direction of your board and I am reading it with interest irregularly. Of course the best presentation of TMTA is this board, and all questions posted here will be at least discussed if not answered satisfactorily. So let us know when TMTA will be served over there, we might just drop in for a free lunch.
On the other hand the TMTA board welcomes comments from your side, and critics even more.
It's time to take some aperitif ...
Seems like they never got out again. Oh, well in 9 month we know more latest...
Yub, the last 7 days look to me like a smooth mini-saucer (first half). But what do I know about TA.
TA specialists wanted.
I would bet there is a 50% retracement from the last move up, that would be around $2.11-$2.17 (lowest). And soon higher we should go.
Any chart formation on the horizon?
Hmmh, could it be the girl Linus Torvald met on his last trip to Japan?
What's the price for a TM5800 800 Mhz? $100, $160, $200?
Hi you two, nice to be threesome.
I expect exactly 1 mill revenue on 1/17. Since they called Q3 5mill and got exactly that amount. Also, don't expect anything from the cost saving side, since they don't have any reason to save costs.
The good side, I think that everything after 1/17 will be positive. Q1 will be >1mill from Fujitsu P alone.
In any case, I am still waiting for some more Jan. effect rally indifferent the news.
So far I am pretty happy. Made a lot of money with TMTA and ESLR lately. Both still have to fill a big gap.
Good luck traders.
This time no olds(still nice summary), but news:
Fujitsu introduces first Transmeta product in Canada
06-Jan-02
By Robert Dutt
Printer Friendly Version
E-Mail This Article To A Friend
A year after its parent in Japan started working with power- sipping chip-maker Transmeta, the first products from the company powered by Crusoe processors are finding their way into the Canadian channel.
This month, Fujitsu Canada will start selling the LifeBook P Series, a small and light two-spindle notebook with a short but wide-screen display similar to fellow Transmeta-based competitor Sony's PictureBook. The notebook seems to be designed with multimedia in mind, offering widescreen DVD playing and an optional combination DVD-ROM and CD-RW modular bay.
Tamara Keserovic, Fujitsu Canada's marketing manager for notebooks, said the product is being intended as a retail play for education and SOHO markets, but interest has branched out beyond that.
"We have a lot of calls and e-mail coming in for this one... more than for any other model we've launched recently," she said, adding that Fujitsu was getting interest from students, home-users, entry-level corporate users, the medical field, and those who just have to have the latest tech gadgets. "I just wish we could have had it shipping for December, but you know Murphy's Law. Better late than never."
The notebook is in keeping with the power-conscious image of its Transmeta processor. With a standard battery, it offers 3.5 hours of life, according to Fujitsu, but with an optional high-density main battery, and a secondary battery in the device's modular bay, that figure expands to 14.5 hours of uptime.
"We've been working with Transmeta on this product for launch in different markets for a long time," Keserovic said. "We've been working with them for a year to develop similar products for domestic use in Japan."
Shipping in Windows 2000 Professional and Windows XP Home versions, the LifeBook P lists starting at $2,650, and should be available through distribution this month.
http://www.channelline.com/daily_article.cfm?daily=DLY010602-02
http://channel.fujitsupc.com/websurvey/signup_form.shtml
http://www.fujitsupc.com/www/products_notebooks.shtml?products/notebooks/p_series
Go TMTA
Maybe this is a good respond to your post, Birdie. In any way a MUST read for any TMTA (future) investor.
http://arstechnica.com/wankerdesk/01q4/transmeta/transmeta.html
----------------------------------------------------
Read also:
First off, I haven't yet mentioned that the Code Morphing software can be modified to support architectures other than x86. In fact, something like Alpha or PPC would probably be a better fit to Crusoe's core, and provide better performance. So I'm sure they'll be announcing something like that before long. Also, since all of the translation is done in software, I wouldn't be surprised if at some point you could run code intended for more than one ISA on the same chip at the same time. That, however, is pure speculation on my part.
That Transmeta is competing with Intel in the mobile and laptop markets should be obvious. What's perhaps not so obvious is that could very soon be competing with Intel, AMD, Compaq, and Sun in the high-end server and workstation markets. If you listened to Linus' speech at COMDEX, then you know that he has a vision of Linux as an infinitely scalable OS that can run on everything from a cell phone to a database server. Linux is about a kernel that can run on anything, with functionality added to it as is needed.
I'd say that it's only a matter of time before we hear an announcement of another product line from Transmeta. It won't be named Crusoe, because it won't be aimed at the mobile and embedded markets. It'll be a workstation and server class x86 CPU that runs Linux like a fiend, and it'll compete directly with Intel's IA-64. I can't wait.
from:
http://arstechnica.com/cpu/1q00/crusoe/crusoe-1.html
I heard it from two sources, one rumor site and one more technical thread a few weeks back. Unfortunatly I don't have the link, but if you spend some time, you will find it. To join the group would make sence by just considering the members.
http://www.hypertransport.org/organisation/members_html
Ok, so far only "weak" rumors.
The most promising development is in my eyes (since it is not only increases the clock speed alone):
http://www.hypertransport.org/
HyperTransport devices are designed to operate at multiple clock speeds up to 800 MHz, transferring two bits of data per clock cycle, for an effective transfer rate of 1600 Mb/sec in each direction. Since transfers can occur in both directions simultaneously, an aggregate transfer rate of 6.4 GB/sec in a 16-bit HyperTransport link can be achieved.
Rumors go, that Intel, after talking down hypertransport for some time, is secrectly committing itself to it, dropping the own approach. Deja vu SOI?
RLX Dis's HP Blade Confection
Thursday, January 3rd, 2002
by G2News
Blade pioneer RLX Technologies took a look at what HP's supposed to put in the field up against it and sniffed that HP's so-called PowerBar product "misses all four goals of blades - density, price/ performance, manageability and scalability."
It also claimed it "misses its two professed target markets." PowerBar's not nearly dense enough, it said, for web serving. It's way too expensive because of its heavy telco tax and doesn't have the gig of memory that RLX just put on its second-generation blade, reportedly to answer to customer demand.
RLX also says the thing is too skimpy for telcos although it's been dismissed as a telco box because HP is using CompactPCI, an existing telco standard, in an attempt to establish its blade as an industry standard.
At 13U, it's also huge.
HP has said it can get 38 blades in the thing, 16 of them servers, 16 I/O or storage, four gigabit Ethernet "switch blades" for networking and two dedicated to management.
In comparison, RLX says its widgetry is 7x denser and 3x more power efficient, has 2.2x the memory capacity and is a lot less expensive.
http://www.linuxgram.com/article.pl?sid=02/01/03/1547236§ion=198
Crusoe Sails Again
Transmeta, the upstart CPU company that made a bid for a chunk of Intel’s notebook business about a year and a half ago, is making another go at it.
The first time around, industry pundits greeted Transmeta’s Crusoe with considerable fanfare. This was partly because of Transmeta’s claims that Crusoe would extend a notebook’s battery life by as much as four times that of an Intel-powered notebook and partly due to Linus Torvalds’ involvement with Transmeta. A number of leading notebook PC companies developed prototype Crusoe units, but many elected to stick with Intel when Crusoe didn’t live up to its battery life claims or perform at anywhere near the level of comparable Intel CPUs.
Transmeta didn’t give up, though, and struck deals with several companies to equip notebooks for the Japanese market with Crusoe chips. In October, the company announced its plans to ship a new iteration of the Crusoe processor, the 1GHz TM6000, in the second half of 2002. Transmeta designed the TM6000 for use in notebook PCs, as well as Tablet PCs, printers, set- top boxes, and networking equipment; the chip will be one-third the size of current Crusoe CPUs and will also reportedly be more power efficient.
We are reserving judgment until the new chip hits the market and passes our benchmark tests, but we have to give Transmeta high marks for its effort and persistence.
http://www.smartcomputing.com/editorial/article.asp?article=articles%2F2002%2Fs1301%2F01s01%2F01s01%...
->The TM6000 is a System on a Chip and it's small size should give us nice margins.
We should get more attention next week, even if Transmeta is not inside the product. Expect overall market to be green:
http://news.cnet.com/news/0-1006-200-8364289.html
http://news.cnet.com/news/0-1006-200-8338123.html
Summary
Birdie, LOL, your right. We'll see what happens.
Muell, thanks. This board definitly has seen more off topics lately, but what can we do in periods with no news? The most thrilling was probably the reduction of open positions from 25 (Dec) to 23 (Jan) in their online job database. Besides we discussed all facets off this gem before this board was created more than once.
Anyway, it seems to me we are getting a nice January effect and looking at historical Jan. charts of other small caps, this one is not yet finished. Friday some of my indicators came down from overbought, so maybe monday and tuesday still down, but later next week up again. If that happens we get a nice longterm upside trading trend (based on TA, not on news). However volume production in February should be supportive. (Looking for an uptrend like 1-800-Flowers saw last year)
Ok, strongly bullish on TMTA, thinking nice entry level right now. This company has enough cash and short term investment to survive one to two years without selling anything. Do your own DD.
Next dates of importance:
Jan. 9 CES lunch
Jan. 17 CC
Everybody has realized that. That problem is only, it is far more difficult to increase the bus speed compared to the cpu speed since distances are much longer on the board. You can try a system on a chip. Intel tried this in the past but always failed or thought it wasn't necessary and left it for future generations.
Thanks greg for putting up the Transmeta link. I hope your not a hunter who likes to put trophies up the wall. Just kidding, TMTA comes out with their SoC soon.
LOL, you are right. Ok, you can write a book about each note and it's symbolism, it's color etc. The story must be somewhere on the net. For short, the influence of the church was possibly the greatest during the gothic time period (20€). Before that you have ancient (antique) times (5€) and romanesque period (10€). Later comes the renaissance (50€), baroque and rococo (100€), industialisation (iron and glass) (200€), and modernism-20th century-globalism (500€)
Just European history.
OT: Euro Special
Good news at the bottom:
http://dailynews.yahoo.com/h/cn/20020103/tc/idc_modest_it_growth_this_year_1.html
What do you think of by saying threatening, Birdie? Apart from that, it's definitly the coolest money out there. Finally no faces on it and almost no letters. Every bill different colors and representing different time eras. My favourit bills: 100€ and 200€
So even if it never becomes a world currency like the $ now (the only one), just nice to use.
Birdie, the back side of the coins are still designed separatly for every country they represent. To heal the nostalgic feelings of some? Interesting scenario in 20 years.
So instead of breaking your head about rounding gains (one can also do with only one currency), you just sell a 12,4€ starter kit of a small country (e.g. Vatican) for 150€ over Ebay. As long as you find some dummies buying it. LOL.
Buy the way, luckily I got hold of some really rare starter kits of some small countries like Luxembourg e.g. I would give it to you for, let's see, 150$? Postage included. Just let me know. LOL.
Updated: Not really, you still have to be very smart to make a profit from rounding and with that smartness one can also profit from different things easier. For some stuff it is subtracted for others added. Overall it will be the same and a new equilibrium will be found. For aggregated amounts I don't think there will be a difference. But always happy to hear differently.
There might be some problems in companies or banks who didn't convert everything to Euro in time. I heard of a bank with horrible leadership. I think a bomb exploded on January 1 in there IT systems. So I look at it more in a way of amplifying bad and good managment.
Accounts were already in Euro throughout 2001 and additional information was given in the old currency. Fixed exchange rate inside "Euroland" since 1 year. Even before that (for some years) an exchange system with a tight range was maintained. A few years back Great Britain and Italy were kicked out of this system, only Italy managed to get back into. That also explains the pessimism in Britain. Although some of the countries are doing referendums from time to time until the people finally agree to adopt the Euro (LOL).
So everything was settled long before. One really doesn't have to do anything. You can still pay with your old money now and get the change back in Euro, so I guess in a few weeks the biggest money swap ever will be completed successfully. It's a very crazy idea and a difficult task considering the different economies inside. But hey, one can travel now without changing money and comparing the price differences easily. Also like the design of the money.
The only "mess" appeared in Italy, were people used highway fee stations as exchange shop, causing traffic jams of many miles. Everything else smoothless. (for about 300 mill. people)
Go Euro, Go TMTA
To summarize the last 5 days and post #100:
Yiipiiieeehhh.
Looks like the rally will continue...
Raluck, hope you bought some shares during the Christmas week as I suggested...
Post #25
OT: Thought it is funny:
http://www.theinquirer.net/03010212.htm
or maybe not.
100K shares @ 2.43?
Somebody out there has Level II and can post the MMID and Bid&Ask side please?
I membermarked you, since IHub even has a jail, you two will probably find a decent hotel room here.
<font size=5><font color=green>RaLuck wins @ $2.5</fonts>
Do they have great food @Piero’s Restaurant?
:
http://www.transmeta.com/about/press/index.html
Happy New Year 2002 to you and Transmeta. I am already long 2002 for a few hours and can tell you it's something you do not want to miss. Liked the last 3 days on TMTA (and others e.g. ESLR ) and have a good feeling about the recent run up. Oh, and something I got from the propaganda department of our beloved company (article to review 2001, of course TMTA isn't going out of business).
------
Attack From Below
Daniel Fisher
Forbes Magazine
January 7, 2001
URL Unavailable
RLX Technologies has what may be the world's cheapest server. All it
needs now are customers.
When Gary Stimac visited a little Dallas outfit called RocketLogix in
October of 2000, he was transfixed. Engineers there had
created a server the size of a circuit board, run off a microprocessor
designed to work with power-stingy laptops, not brawny
computing machines.
But Stimac was more excited by what had been left out of the server:
There were no connections for a keyboard, mouse or
CD-ROM drive. No power-hogging 1-gigahertz Pentium. No clumps of cooling
fans or cables. This so-called blade server,
controlled by a Transmeta microprocessor, was designed merely to be a
foot soldier in an army of servers that, when lashed
together, could demolish the performance of much more sophisticated
systems for much less cost.
"I said to myself, 'This is the first major change to server technology
in the last ten years,' " Stimac recalls. "Everything else was
just an evolution."
Stimac, 50, knows what he's talking about. As an engineer at Compaq
Computer in the late 1980s, he and marketing executive
Michael Swavely helped launch the server revolution. The two men beefed
up PCs with networking software and inexpensive
disk drives and turned them into $6,000 machines that could rival Digital
Equipment Corp. minicomputers costing three times
as much.
Stimac and Swavely retired rich from Compaq in the 1990s. Now Stimac was
staring at a device that could do the same thing
to the server market that his servers had done to DEC. He contacted
Swavely. They bought control of RocketLogix at an
as-yet-undisclosed price in November of 2000, renamed it RLX Technologies
and by February 2001 had $60 million in
venture capital, most of it from investors including Soros Venture
Partners, Sternhill Management and Rod Canion, the
Compaq founder who had hired both men.
RLX adopted a tried-and-true tech strategy: Aim for the underbelly. While
Compaq, Hewlett-Packard and Sun Microsystems
were adding features and processing power to their pricey servers, RLX
would steal the low end of the market.
RLX's servers use just 15 watts of power instead of the 170 watts most
rack-mounted servers consume. Less power means
less heat, so RLX can cram 336 blade servers into a standard rack. RLX's
software balances the processing load among
hundreds of blades and instantly shifts data and workload from a failing
blade to a reserve unit.
Their original strategy was to go after Web-hosting firms and Internet
service providers looking for cheap computing muscle.
For $375,000 RLX could provide a rack of servers comparable in power to 8
racks of Compaq servers costing $614,000.
While the dot-com meltdown hit RLX hard, its blades are getting popular
with research outfits like Los Alamos National
Laboratory. A team there recently concluded that 24 racks of blades
running Linux software could perform up to 6 trillion
operations a second, equivalent to a $45 million Compaq supercomputer.
Competition is coming from Compaq, HP and Sun. RLX also has to worry
about Transmeta going out of business, although it
can use low-power Intel chips instead. Investor Rod Canion isn't worried.
Compaq was late to PCs, but stole a lead on
incumbents too fixed on high-margin proprietary systems to hassle with
cheap systems. "That gave us a short lead, after that it
was all execution," says Canion. RLX could use breathing room, too.