Replies to post #2691 on Intel Corp (INTC)

[DewDiligence]

More on TMTA's Astro:

wbmw: Maybe the performance penalty of TMTA’s CMS is not so great after all in the latest version of the CMS used with Astro.

Prudential Securities has evidently seen the same demo of TMTA’s next-gen Astro chip as tomshardware. Here is an excerpt from Prudential’s current rating on INTC:

http://investor.cnet.com/investor/brokeragecenter/newsitem-broker/0-9910-1082-20686826-0.html

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· Transmeta unexpectedly unveiled working silicon of its next generation ultra low power Astro x86 processor for the notebook market. This chip appears to be much more ambitious in terms of the addressable market for Transmeta.

· Astro's performance appears to be quite good with a 1GHz clocked chip easily beating out a P4 mobile at 1.8 GHz in a demo Transmeta showed to us.

· The issue with Intel's new Banias mobile solution is price performance that may not cut it given the competitive environment and Intel's own P4/PIII mobile products. The other issue is product positioning that is inconsistent with Intel's historical focus on clock speed rather than overall "performance".
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Regards, Dew