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Off Topic:
HP buys RLX Technologies:
HP kauft RLX Technologies
Der IT-Konzern Hewlett-Packard kauft für einen nicht genannten Betrag das Software-Unternehmen RLX Technologies. Damit kann HP die Software Control Tower für das Management von Linux-basierten Blade-Servern in sein Portfolio übernehmen, teilt das Unternehmen mit. Nach Abschluss der Akquisition, also spätestens nach 30 Tagen, soll RLX Bestandteil der BladeSystem group bei HP werden.
RLX hatte Ende vergangenen Jahres sein Hardware-Geschäft komplett aufgegeben und sich fortan auf die Weiterentwicklung seiner Management-Software konzentriert. HP, das massive Stelleneinsparungen in Europa plant, ist in den vergangenen Wochen durch eine Reihe von Übernahmen in Erscheinung getreten, darunter von Firmen wie Peregrine Systems, AppIQ und Scitex Vision. (anw/c't)
http://www.heise.de/newsticker/meldung/64560
LOL, right on. You know, that they also cooperate with other companies besides Sony? Namely Microsoft, NEC, Fujitsu just to name the big ones. Concerning Sony, the only things leaked are their work on optimizing the compiler for the upcoming Playstation software and games, plus their work on implementing LongRun2 into follow up versions of the Cell Chip, as far as I know.
One is left to wonder how long it's going to take for the market to work through and lock up the float of this now profitable stock.
I am here and following this stock, what else can I do?
Hm, I have to ask, but what exactly is the North American Torso? The region around New Orleans? Or something else?
Some people not leaving. Unbelievable. That region will be land under...
$3 is weaksidehelps target as well. I think he is a bit conservative...
Birdy, TMTA turned around. I'd like to see the EXACT counting of the profits.
Is that your new message signature?
Anyway, probably could give crude another boost. Mandatory evac the right thing there...
Transmeta Announces Appointment of New Audit Firm
Friday August 26, 2:11 pm ET
Leading Regional Firm, Burr, Pilger & Mayer, Brings Depth of Experience as Independent Registered Public Accounting Firm
SANTA CLARA, Calif.--(BUSINESS WIRE)--Aug. 26, 2005--Transmeta Corporation (NASDAQ:TMTA - News), the leader in efficient computing technologies, today announced that the Audit Committee of its Board of Directors has selected Burr, Pilger & Mayer LLP (BPM) as its new independent registered public accounting firm. BPM's engagement will commence with the review of the Company's financial results for the third quarter ending September 30, 2005.
"We interviewed a number of highly qualified accounting firms, and we believe that Burr, Pilger & Mayer, a regional firm based in San Francisco, is a good fit for Transmeta," commented Mark R. Kent, chief financial officer. "BPM understands the specific and complex requirements of technology companies like Transmeta, and they will help us to ensure that we maintain the highest standards of accuracy in our accounting, financial reporting and Sarbanes-Oxley compliance."
TMTA Market Pulse: Transmeta says it has regained Nasdaq listing compliance
Tuesday August 23, 8:38 pm ET
By Gabriel Madway
SAN FRANCISCO (MarketWatch) -- Transmeta Corp. said after Tuesday's closing bell that it regained compliance with Nasdaq's minimum bid price listing requirement. Santa Clara, Calif.-based Transmeta develops computing, microprocessor and semiconductor technologies
TMTA currently really doesn't need to be hyped with old news from the year 2000. That company has enough momentum and financial improvement to propel it higher without any hype...
I am not so good in predicting the very short term moves of TMTA, but I do believe TMTA is still in a price adaption process caused from it's 4 cent profit in Q2, that will eventuell lead the price a lot higher than it is now, imho....
indeed, WBR was good to me, but it could have been even better. Oh, well I am now left to play with TMTA even more...
Extracted from the yahoo board:
Wu-Chun Feng on TMTA chips in supercomputers, AUGUST 22, 2005 :
http://www.computerworld.com/hardwaretopics/hardware/story/0,10801,104017,00.html
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Intel ready to begin Phase II of losing propaganda offensive, 22nd August 2005 :
http://www.theregister.co.uk/2005/08/22/intel_long_slip/
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Intel looks to low-power, high-performance chip future, 22 Aug 2005:
http://www.channelregister.co.uk/2005/08/22/intel_lowpower_future/
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Older article about Ditzel on multicore, multithreading, security, Oktober 15, 2003:
http://www.techweb.com/wire/26802760
yeah, party is kind of over...
...and TMTA had it's highest volume week ever...
Oh, the future has never looked brighter, and this time it's not wishful thinking, but rather hard cash coming in and growing as fixed in known contracts.
I view TMTA as having a 3 legged business model atm. Service, royalties, products as they state it in their 10Q. Service, and LR2 being part of this, will provide to cover the base and survival. Any royalties, LR2 also part of this, and products are high margin add ons, and probably the reason why we all are here.
Also hope the recent share price appreciation is seen by people in the COMPANY as reward for their efforts and a peep into the future of what is possible. It's very crucial now, they continue their successful strategy and sign up or extend more deals to really get this off the ground! The tech is great, but so has to be the business model.
I would really like this company, that was founded out of disagreement of a design team at Sun to discontinue a certain path, to take off the ground.
As for now, I still think TMTA trades at a discount to it's right value. But then, who am I telling this, you probably know more than I do...
Because shareprice is low?
Sure, I have this boardmarked and might end up being an irregular poster.
TMTA currently up nicely from lod.
I would find it surprising if TMTA goes below $1.5, would rather expect heavy support there.
Anyway, I am more of a longer term trader in stocks and only do a few at a time, so I might not be that helpful on this board, but take a peep at the weekly 2 year (or longer) chart of TMTA. I think it shows where the momo might take this stock...
That's interesting, thanks.
Heyhoo, long time no see inside bollingers. took an analyst to ruin his reputation...
Who from this board has already bought a Wave ETS for $60? Anybody?
Dip tomorrow, if it comes on TMTA, could be a nice long entry.
TMTA currently has 67% gross margins, is a service and IP based semi company and has a forward p/e of around 10. It's so low since last quarter and next quarter guidance was a blow out nobody expected. You do the math and compare it to it's peers.
What do the t/a experts here say to that?
good luck
I am holding it for the long term. Think it will go A LOT higher...
bounced from 1.73, did you get any?
Congrats, Dew. The trend is your friend...
By the way, fyi this board has 44 boardmarks atm. That's up a bit from last month, but we're still a very small "community"...
Hmm, after reading that 10Q it sounds to me that TMTA is developing driver support, tuning the code morphing software for and adding support of it's processor based security extensions into MSFT software so it can exclusively run on a high volume Efficion product which starts shipping in 1H2006 and which is supported by big MSFT marketing dollars. I also liked to read that part of the engineers of the COMPANY are staying in to further develop additional software features for the PRODUCT.
But then what do I know? I am just an Outsider.
At least the train is moving.
s.
wsh, did you read the msft part of the 10Q yet?
Lately one could describe the action as "falling upward".
that's ok
Companies are valued partially (apart from other things) by the cash they create for the owners. There exist scientific methods or concepts how to do that.
With my comment, that I count the cash I was implying, that my opinion is not ruled by enthusiasm (well, maybe a bit of that too), but mainly by financial sense.
?
You do have a wired logic sometimes. No, what makes you think that?
Such is the information I am looking for. thx.
What I know comes out of the CC I listened to yesterday, they did reveal a lot. However they didn't talk about future revenues in numbers, so my questions that were left afterwards I posted here. I also glanced over the financials, since I do look for new investments. I have currently no position in Wave, but I might enter long when I see enough real cash streams that warrant an increase in market valuations. As I said, for that I still have to do more dew diligence. The reason why I still have no position here is that this stock seems to have selling pressure enough to keep it down. That pressure is there since wavx still needs to raise cash to survive, since they can't create enough internally. I have been burned before, so was just asking to find out when this company has enough revenue to survive on its own.
Honest enough? I find it a bit strange that one has to be honest with intent and position to post here. It's not claimed in the IBox to do that.
thanks, i check that after market...
Thanks, I still have to read some more sec documents until I come to an conclusion with this company.
I did however listen to the latest CC yesterday. The CEO was talking about moving to a service business after initial sales. Do you have any revenue projections on that? What would that services constitute of?
Also is that $60 price a real already selling one or just a future projection? How many ETS were already sold?
I also saw a list of PCs/Notebooks with TPM ships already in there. So will there be a PCI card with TPM chips for older PCs? Also, with how many different chips does Wave Software run? I read they also support Infineon chips?
Will there be any mousetrap? E.g. a certain banking software that requires trusted computing for online users with Wave platforms?
Thanks for answering a newbies Qs...
Hey,
anybody here ever did some revenue analysis or cash flow analysis for the upcoming two years of wavx based on target market and known contracts?
If yes, could you point me to it or post it here? I am not very knowledgable about this company, so I am looking for a rough overview.
TIA
That said, I see two scenarios for the upcoming uptrend.
1 will include very volatile swings that drives everybody nuts, the other will look like a rather smooth, low volatile price advance.
I am truely hoping for the second, which will cause more people to stay long in the stock, since once you sell, you're out and can't buy back lower. This second scenario will yield a higher share price in the long term imho.
But first of all we have to catch up to a more fair market valuation of TMTA before talking about longer term trends.