Intel Corp (INTC)

[alan81]

Intel / transmeta comparison
I found the presentation at:
http://www.twst.com/econf/mm/needham3/tmta.html
The "feel" of the presentation is that TMTA is way ahead of Intel on their four key attributes in the cute little table on foil 10:

 
                     TMTA   Intel 
 Long battery life    1       .25 
 Low cost             1       0 
 High performance     .75     1 
 Low power            1       .25

Which certainly leaves you with the feeling that Intel is toast. I generated a table with some actual data rather than filled in circles and got this if we use the latest TMTA product and a 733Mhz LV Celeron:

 
                     TMTA      Intel 
 Long battery life    5W         7W 
 Low cost             $85-$198  $96 
 High performance     .5X        X 
 Low power            5W         7W

Of course battery life is going to be more a function of the display, disk drives, and such more than the processor... but everything else being equal the two products will have VERY similar battery life.
I have always felt TMTA marketing was pretty sleazy, and this presentation certainly reconfirms that impression.
--Alan