Comment They might have a lead... (Score 1) 173
Fujitsu and Sony are already on, Hitachi and NEC are expected...but this chip only has an edge in a limited market (laptops and assorted PDAs). Plus they outsource the manufacture of the chips to IBM. The cynic in me would say this is another case of CEO's buffing the company image before their IPO...
"Transmeta, which filed in mid-August for an initial public offering, is gaining in stature within the industry and on Wall Street..."
They do have Linus Torvalds onboard and Paul Allen's cash behind them, but that doesn't mean you have half a decade lead time over Intel or AMD. Bottom line: the market for PDAs and laptops is small. Their production set up is small. If the Suits at Intel or AMD decide to throw money at the problem, they could play catch-up faster than you might think.
"Transmeta, which filed in mid-August for an initial public offering, is gaining in stature within the industry and on Wall Street..."
They do have Linus Torvalds onboard and Paul Allen's cash behind them, but that doesn't mean you have half a decade lead time over Intel or AMD. Bottom line: the market for PDAs and laptops is small. Their production set up is small. If the Suits at Intel or AMD decide to throw money at the problem, they could play catch-up faster than you might think.