Transmeta (Semiconductor) (TMTA)

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To get into an IP company alone they also have to pick up license deals faster. That problems seems to repeat itself (compared the non existing or too slow chip sales).

I really only see a way out if Perry picks up the phone tomorrow and calls MSFT, Apple, VIA or whoever and starts talking about a buyout. I like MSFT best, and them getting serious into the chip biz with their marketing muscle.

I can't really blame Transmeta or their execution. They did some great enginering and products. Imho they have done everything right except going against Intel. After discovering that TMTA had some great stuff, Intel did everything to extinguish and to hunt them down. Hardly seen them so fiercly on any another company. What caused them to go so strongly on such a little company?

It's time for them to give up the proudness of being a little innovative chip company. It just didn't work and IP ALONE won't work either at the moment.

By the way I am keeping my shares (after I lost all the hope with the Q3 forecast on Transmeta as it is existing at the moment), since I don't think Perry or any new CEO will let this company go Ch11. They sell it before, they have to sell it before or change the management. ...And since I value the buyout price above the current market price.

Last but not least, funny is that the price at the moment is again at the same level I bought my first shares years ago, although the company has evolved tremendously imho.

s.