Transmeta (Semiconductor) (TMTA)

[weaksidehelp]

2Q02 over 2Q01 numbers will be much less dismal this quarter than last. Revenues in 1Q01 were $10.5M, down from 18.6M in 1Q01. So, if TMTA comes in $6.75M (high guidance) or more, we shouldn't have to read leads in news stories how revenues Q over Q dropped some huge percentage. Maybe there is hope that a reporter might even think that 60%+ quarterly growth for two quarters and guidance for more of the same(we hope) is a good thing and write about it.

I am becoming cautiously optimistic that the market is turning, and we might see a real nice rise leading up to July 18th and, hopefully, beyond.

Steak, after getting out of WCOM a few weeks ago, I jumped back in on Tuesday (at 6.5 cents). The WCOM Circus makes it challenging to anticipate WCOM's price movements, but it is great theatre. I still like the company's assets, and Sidgmore is a great CEO, but the stock price is in the hands of the bankers. Probably is only a day trade for the short term. Too much can happen overnight.

regards, wsh