Replies to post #3153 on Transmeta (Semiconductor) (TMTA)

[weaksidehelp]

Thanks Dew. I have been lurking some, but have been actively trading other accounts lately. Might want to keep an eye on DYN.

I disagree somewhat regarding the embedded space. While it takes awhile to get one's chips "embedded," once they are adopted into products a steady cash flow is realized for a long product cycle. Certainly the margins aren't very high, but long-term dependable income from multiple sources provides a foundation for a company like TMTA. An analogy would be to the various chipsets that Intel has sold over the years, allowing income from other than microprocessors.

I am actually quite excited about this push for the embedded space. It seems well planned and promoted. Hope this is a lead-in to good earnings/guidance and not a substitute.

Regards, wsh