Transmeta (Semiconductor) (TMTA): "Common Sense"???? Well, here comes my "...

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Re: DewDiligence post# 3228

Thursday, 01/16/2003 8:33:28 PM

Thursday, January 16, 2003 8:33:28 PM

"Common Sense"???? Well, here comes my "common sense" explanation: I have 4 PCs running on my table, which satisfy everything I need to do. I wouldn't buy a new one, no matter if it costs $2000 or $200. However, I would buy myself an OQO right away, because I have a demand for it that is not satisfied by my other 4 PCs, no matter if the OQO costs $200 or $2000. Chip prices are inelastic in this type of downturn we saw.

By the way, I think Dell is as likely as any other not yet Transmeta OEM.

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