Transmeta (Semiconductor) (TMTA)

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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.