Transmeta (Semiconductor) (TMTA)

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Nec bought a stake in tmta shares for about $10 mill AND licensed LR2 for chips produced beginning 2005, while expecting to have LR2 in 1/3 of it's chips by 2010. Now this alone is great news, since it has been a long time I saw a major company putting money into Transmeta. And I never saw a company making such a long term commitment into our investment. (They gonna use LR2 in 90, 65 and 45 nanometer generation semiconductor products).

You are right as well. This news is especially noteworthy, because it lends more industry wide credibility to LR2, meaning more firms are gonna license imho.

Do you expect TMTA to get into the business of licensing IP?

Yes, aside from their own chip products. Licensing fees/royalty payments might even make up most of their revenue in the future.

Aside from many other implications. E.g. do we know now, who could be the "backup" for producing Efficion if Fujitsu has delivery problems. etc.

Anyway, I really don't understand why you can't see the additional value of todays news, apart from it's $10 mill contribution to shareholder value?