Hseitz, some things to look out for.
Revenue down: that one's obvious. $7.5M in Q2 down to $6.4M for Q3, and a guidance of $5-6M for Q4. Lower units, lower ASPs, or both? And Banias isn't even here yet.
R&D down: last 4 quarters it was $16-19M, and now it's $13.7M. Transmeta is cutting in the wrong places, but it doesn't look like they have a choice. My guess is that they reduced headcount.
Cash burn: from $180M in Q2 to $156M in Q3, and forecasted to be $129M in Q4. It's a falling knife, and the trend has been there for the past 5 quarters at least. At this rate, it's not too long before it hits zero.
Accounts Receivable: why is this much higher? Does TMTA have sales that missed the quarter deadline, or do they have customers not paying them back? No good book-keeper lets this number get out of whack, so what's wrong?
Inventories: why is this much higher? It suggests that TMTA is making parts that aren't selling.
Long term debt: this has gone up. Has TMTA been taking out any new loans?
Can't be too careful. TMTA has some red flags, IMHO.
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