Transmeta (Semiconductor) (TMTA)

[weaksidehelp]

Thanks for the updates BB. The Yahoo board will miss senjenpa, who was one of the consistent voices of reason. It is reassuring, however, to read an informed projection that institutions are soon to be back in TMTA.

I agree with senjenpa's comment on this Q. I would be surprised if TMTA reports sales much over $5 million. What I am really looking forward to is Murray's guidance for 2Q. If it is $12-15 million, as I am suspecting, the institutions should view that news as an enormous buy signal, and we might be off to the races.

Apparently as you, I greatly enjoy reading leog's site. I find the group's enthusiasm for the P to be the tip of an iceberg of nascent demand for light weight, truly mobile PCs. The US-based OEMs are going to have to follow, or be left behind in a fast growing segment.

Regards, wsh