Elmer, lines like this sound pretty daunting.
"It almost doesn't matter at this point if [Crusoe] is the more efficient chip," Shane Rau, senior research analyst at IDC, told NewsFactor. "Intel is leveraging not only development but marketing resources around mobile." Intel typically gives enormous economic incentives to PC system makers in the form of cooperative marketing dollars or deep discounting. Rau noted that Intel will be putting its brand on wireless hotspots all over the country.
However, the article ends on a positive note.
Will it be enough? The answer seems to be a cautious yes. Even skeptics agree that if Transmeta can win a few niches in the PC, embedded computing and server fields, it could still add up to a viable business and an alternative to Intel. "I don't think Transmeta can dominate in blade servers or anywhere else, but there are customers who will want the particular tradeoffs they offer," said Glaskowsky. "Sometimes, just being competitive and different is enough."
The question is: what is a fair price for the stock, assuming that TMTA can reach their target markets and find the small success described above?