Transmeta (Semiconductor) (TMTA)

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Hi!

I am long again on Transmeta after a break I needed to de-brainwash myself from being to positive on this company! Also going long here on Intel below $15. Keeping loose stops. Expecting a bear market rally into Q1 03! Not holding AMD.

Positiv things to report: Saw Transmeta notebooks outnumbering Intel notebooks on my flight to Asia (Korean Airline). Almost every notebooks shop has at least one Transmeta notebook (Sony, Fujitsu, etc). Most sales people are positive about those, except sometimes they try to drag you away while saying "For travelers only, very slow CPU" (I am not asian, and I was traveling. LOL). Basically everybody I talked to in Japan and Korea who had an idea about computers knows about Transmeta.

Hoping this company breaks even in 03 and will be valued after a future growth p/e by the end of next year. Upcoming CC should show some progress.