Saturday, February 25, 2006 11:05:21 AM
3) Origami will cost no more than $500
In the past Transmeta management did two major mistakes when it came down to product development involving TMTA chips.
1. Final products were way overpriced for it's specs when it came to the mass market. Products were available in the $1000-$3000 (even higher) price range. Way to much for many to consider snapping one up.
2. They took the risk and first effort research to develop a new product area, just to stand aside (unwillingly) and watch competitors come in and scoop up the market when it reached mass momentum. (Tablet, Blades, etc.) In a way, they were a no-cost R&D experiment for the competition.
Now, it seems those two issues have been adressed by current managment, although in practice the results still need to prove that. And these issues have to be watched carefully over and over to make sure it won't repeat itself.
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Do you (or anybody else on this board) have any inside (summary list or so), which chips produced by NEC and others will contain LR2 and which markets those will be in? We heard cellular phones, but what else? TVs?
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PS. Your link to the sec.gov page for the Microsoft proprietary project doesn't work because of the ) in the end of it. Here is a working link:
http://www.sec.gov/Archives/edgar/data/1001193/000089161805000621/f11028exv10w22.htm
Same goes for other links. If they don't work, just watch out for a , or ) at the end and remove that. It should then work.
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