Transmeta (Semiconductor) (TMTA)

[2nd_beeblebrox_head]

Weaks - I don't buy into this sectoral downturn
excuse either. For a company with such pitiful
sales volume the downturn should be masked by
their expansion into new markets.
However I am wondering if their heavy exposure
to Japan has hit them. I haven't seen a recent
breakdown of sales by region so am guessing,
but the lions share of sales used to be in Japan.
Japan right now is teetering on the edge of a
financial abyss. The government has almost
implicitly acknowledged that they may not be able
to bail out the banking system, and since they have
a deflationary economy the bad debts are getting
bigger in real terms.
Also as someone mentioned summer is peak sales time
because bonuses are paid in the summer (typically 2-3
months salary, hence it has a major effect)
For this reason the most encouraging aspect of the
CC for me was the design win in China.

I also wonder if anyone who is thinking about buying
a sub-notebook now wouldn't rather wait a few months
and see what the tablets are like.