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Thursday, July 22, 2004 6:47:17 PM
There's nothing that pleases me when one of the little guys drops out of the race. If TMTA declares bankruptcy tomorrow, INTC stock probably wouldn't move a penny in response. I liked the idea of having a competing chip in the low power x86 market, and I even invested in TMTA for a short period of time (under which I lost a few hundred dollars to boot). Moreover, TMTA inspired Intel to design a more competitive solution for the low power market, and that has helped them competitively a great deal.
Fundamentally, I did not like TMTA as a business because of all the ego and promises that failed to deliver. I still remember Microprocessor Forum 2001, in which Dave Ditzel totally slammed the Pentium III-M with misleading graphs and data in order to make the Crusoe seem much better than it really was. His attitude during his presentation and the Q&A must have inspired something fierce from Intel, because Banias came out a year and a half later. Needless to say, at Microprocessor Forum 2003, he was a lot more humble.
Even from the beginning, I found the concept of a VLIW core with x86 emulation a little ambitious. A product of this complexity is almost sure to suffer from launch delays, and sure enough, these have plagued TMTA through most of their business. Even this year, in which they were supposed to ramp Efficeon, it seems that they have made very little headway. There are still barely any laptop designs out there with an Efficeon processor, and those that exist are in such low volume mobile markets that they couldn't possibly find enough end-users to make themselves profitable. Investors in TMTA should realize this, instead of hoping for speculative swings because of fluffy product announcements or marketing spin.
Each person makes their own decision on how to invest, and I respect your opinions, even if I disagree. I still wish you good luck in your other endeavors, and hopefully you've diversified.
Recent TMTA News
- TMT Acquisition PLC Cancellation of Listing and trading • RNS Regulatory News • 03/07/2024 08:30:00 AM
- London Stock Exchange Notice Cancellation - TMT Acquisition Plc • RNS Regulatory News • 03/07/2024 08:00:01 AM
- Official List Removal - TMT Acquisition Plc • RNS Regulatory News • 03/07/2024 08:00:01 AM
- Belluscura PLC Acceptances level • RNS Regulatory News • 03/04/2024 07:00:03 AM
- Belluscura PLC Acceptances level • RNS Regulatory News • 02/26/2024 07:00:03 AM
- Belluscura PLC Acceptances level, issue of equity & AIM Admission • RNS Regulatory News • 02/22/2024 03:00:00 PM
- Belluscura PLC Acceptances level & offer closing • RNS Regulatory News • 02/19/2024 07:00:03 AM
- Belluscura PLC Acceptances level, issue of equity & AIM Admission • RNS Regulatory News • 02/15/2024 03:51:22 PM
- TMT Acquisition PLC Board changes • RNS Regulatory News • 02/15/2024 07:00:06 AM
- Belluscura PLC Acceptances Level • RNS Regulatory News • 02/13/2024 07:00:04 AM
- Belluscura PLC Acceptances Level • RNS Regulatory News • 02/12/2024 07:00:07 AM
- Belluscura PLC Offer becomes wholly unconditional • RNS Regulatory News • 02/09/2024 08:16:38 AM
- Belluscura PLC Acceptances level, issue of equity & AIM Admission • RNS Regulatory News • 02/08/2024 03:31:59 PM
- Belluscura says all but one condition satisfied for TMT buy • Alliance News • 02/07/2024 09:57:45 PM
- Belluscura PLC Offer Unconditional (subject to AIM Admission) • RNS Regulatory News • 02/07/2024 04:20:21 PM
- Belluscura PLC Form 8.3 - Belluscura Plc • RNS Regulatory News • 02/07/2024 11:13:42 AM
- Belluscura PLC Result of General Meeting • RNS Regulatory News • 02/05/2024 01:30:00 PM
- Belluscura PLC Acceptances received in respect of the Offer • RNS Regulatory News • 02/05/2024 07:00:10 AM
- Belluscura PLC Form 8 (OPD) Belluscura plc • RNS Regulatory News • 02/02/2024 11:24:20 AM
- Belluscura PLC Form 8 (OPD) TMT Acquisition plc • RNS Regulatory News • 02/02/2024 11:18:00 AM
- Belluscura PLC Form 8 (OPD) TMT Acquisition plc - Amended • RNS Regulatory News • 02/01/2024 06:16:09 PM
- Belluscura PLC Form 8 (OPD) Belluscura plc - Amended • RNS Regulatory News • 02/01/2024 06:14:39 PM
- Belluscura PLC Form 8.3 - Belluscura PLC • RNS Regulatory News • 01/29/2024 11:42:58 AM
- Belluscura PLC Form 8.3 - Belluscura PLC • UK Regulatory • 01/24/2024 06:24:00 PM
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