InvestorsHub Logo
icon url

wbmw

03/05/03 3:03 PM

#4286 RE: Elmer Phud #4285

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?
icon url

wbmw

03/05/03 3:13 PM

#4287 RE: Elmer Phud #4285

RackSaver, AMD heat up the server wars

http://news.com.com/2100-1010-991054.html?tag=fd_top

The Opteron-compatible products coming in April will include a two-processor 1U rack server, a two-processor 2U rack server with hot-swappable drives, and blade racks that can incorporate 44, 66, 88 or 132 processors.

Newisys designed the 1U and 2U servers and designed elements of the blades, according to Kim and Steeg. The designations 1U and 2U refer to the dimensions of the server.

icon url

DewDiligence

03/05/03 4:07 PM

#4292 RE: Elmer Phud #4285

Elmer, wbmw, et al: That NewsFactor article by Tiernan Ray contains some astonishing misconceptions about Crusoe’s CMS and LongRun technologies. I tried to set things straight on the Yahoo MB:

http://messages.yahoo.com/bbs?.mm=FN&action=m&board=1602585284&tid=tmta&sid=16025852...

FWIW. Dew