Transmeta (Semiconductor) (TMTA)

[weaksidehelp]

Steak, I compared the new slides to the set you posted a month or so ago, post #1105. Bad news and good news. The bad news is that the TM6000 and TM8000 (not named at that point) appear to have slipped some in release date, perhaps as much as six months. However, on the old slides the TM6000 was scheduled for release in 2003 and not 2H02 as I remembered.

The good news: the TM5800 in the earlier slides showed a upper speed of 1 GHz. The current slides show the upper speed as 1 GHz+. Likely, TSMC production is going well and we should see a TM5800 rated at over 1 GHz.

A bit bitter, yes, particularly as concerns release of the TM6000. I had hoped it would have been released this year. Yet, good news nonetheless. It is reassuring to know that the CEO of TMTA is publically announcing a SoC and a 256-bit VLIW chip. Perhaps they are indicating release dates they can deliver on and not just dates to be moved further and further out as time goes by.

It also is reassuring that TMTA continues to follow its Asia first strategy. That the CEO and CTO travel half way around the world to present a roadmap for TMTA is symbolic, and it should be very reassuring to an audience of Sony, Fujitsu, Toshiba, FIC, Casio, Twinhead, Hitachi et al. The message: you can continue to innovate around Crusoe chips because we continue to innovate in our designs. Subtle message: don't worry about Banias, it will be obsolete from the time it is introduced. Overriding message: TMTA is here today to tell you that we value greatly your business and view Asia as very important to our future. We know that Asia is a bigger market for PCs than is the US, and that it will continue to grow faster than the US market. We want to supply chips to Asia.

All in all, a good day's work I would think.


regards, wsh