Transmeta (Semiconductor) (TMTA)

[UKBird]

Quick read of the yahoo and noted that you have posted Weaks about the person who took a stab at the figures. I am afraid that is all it is. It would be near impossible for anyone to deduce unless they have the sales figures. I also understand that iHub is 'quiet'. For sure, there are a few good articles around and anything of merit one assumes will be announced at the CC. I imagine we could all take a stab at second guessing, but the important point here is that Transmeta only have to come in on target, after that, over and above is a bonus. This will be reflected shortly after they announce. The volume is worth keeping an eye on. Comparing yoyo is also quite farsical. In a stable environment it might be significant, but in the past year far too much has influenced the old order. I suggest everyone totally ignore the year on year off, it is meaningless under such unforeseen circumstances, beyond all control, and as such, many companies are having to re-guage.

The single most important factor is growth and moving steadily towards profitability within the next fiscal, commencing 04 this year and hopefully pan out 04 2003.

Long and Strong
Bird X