Transmeta (Semiconductor) (TMTA)

[DewDiligence]

OT IBIS:

Thanks, hseitz. Your post corroborates much of what I was thinking on the SOI market. I’m up 35% on IBIS in less than a month and I plan to take some money off the table in case the guidance for Q4 or 2003 is less than stellar.

Re the IBIS MB: not sure which disseminators of misinformation you are referring to. (I pay attention only to corrchess, ryan, and maybe one or two others.)

>> hope this helps, and you don't own a 2 story home <<

My wife and I rent a condo. Where we live (outside of Boston), house prices are in almost as big a bubble as tech/telecom stocks were in 2000. The median house in our town is $1M. As with any bubble, the best action is to sell or go short, which is sort of what we’ve done by renting. If the local housing bubble bursts, our rent should drop accordingly.

(BTW: the cover story in the latest issue of Fortune has some amusing photos of overpriced houses.) Regards, Dew