Transmeta (Semiconductor) (TMTA)

[weaksidehelp]

wbmw, I am not sure I understand your point regarding Efficeon pricing in the context of Quanta.

It is good news for TMTA that Quanta is an Efficeon customer, whether the chips go into white boxes for the Pacific Rim or laptops labeled HPQ, DELL, et al. As we don't know as yet the product(s) to be produced, how can you generalize regarding ASPs? It would seem at least as likely that Quanta intends/been asked to produce an ultralight laptop capable of product differentiation in the marketplace and a high selling price. Why assume that TMTA will give the chips away?

wsh