Posted by
ryuzaki0
on from the probably-vapour dept.
Vawlk writes "Just before planning to go public, Transmeta and AMD might swap spit (patents) as explained in this Yahoo article. " AMD has done this in the past, most notably with Motorola.
As I've already pointed out in a response to another comment, Transmeta aren't the ones who are saying they're going to announce a relationship, it's AMD. If you'd simply read the article before posting, you'd be less likely to make such silly, groundless remarks.
Word has it that just after the "quiet period" Linus is leaving TM. It's not such a secret that "The Management" and Linus have very dirrerent views of the direction
TM should take. Too bad, they seemed to make a good team. Who knows, maybe Steve Jobs would pick him up.
I would hire him to work on Linux... seriously. Linus, come knocking, I've got a job for you whenever you want it.
---- ----
-- Napster-to-go says "Fill and refill your compatible MP3 player", which is a lie. It's not MP3. It's WMA with DRM.
IMO, this story is very close to a hoax. Sort of similar to the crap the candidates pull shortly before election time. Fact is AMD will want nothing to do with Transmeta, except for maybe to bury them. This seems awful of base to me, looks like a Transmeta PR campaign to raise some badly needed cash.
Those Transmeta PR guys are pretty damn slick! Not only do they get ZDNet to write a completely false article about a possible partnership with AMD, but also manage to con AMD's CEO talking about the non-existant deal. If you'd actually read the article, you might have seen this quote:
Advanced Micro Devices Inc. (NYSE:AMD - news) and Transmeta Corp. are about to announce a relationship.
The chip makers are expected to soon announce the scope of cooperation, according to AMD chairman and CEO Jerry Sanders. However, Sanders remained mum on the details.
The laptop market looks just like the desktop market did before the arrival of the Athlon: high end performance meant "Intel Inside", while AMD would barely compete at the lower end. Currently, a 750 MHz laptop costs 3 to 4 time more than a comparably equiped desktop (yes, the flat screen and HD also drive up the price). Hopefully the arrival of the Corvette/Mustang from AMD and the Transmeta Crusoe will spark a performance and price war similar to the race we just saw between the PIII and the Athlon. And just like in that race, the consumer will be the ultimate winner.
Get the real details from the S-1 filing
by
martyb
·
· Score: 3
The yahoo article has numerous references to information that was divulged in Transmeta's S-1 filing. If you want to look for yourself, you can find it here.
Re:More bad news for intel...
by
VAXman
·
· Score: 2
Yes. Actually, it's a little-known fact that Intel's marketshare has actually increased since the beginning of the year (from 81% to 82%), and that Athlon's share has actually decreased from when it was first released (from a peak of about 5% late last year to now about 3%). Neither AMD or Transmeta are going to cut into Intel's share soon, and as the PC cycle starts to slow, Intel is at least somewhat diversified with networking, embedded, home products, and, most of all, capital investment. When that tide turns, AMD will be extremely hard hit, since they have nothing besides PC processors and flash. AMD will have a hard time cutting into Intel's server market, and to my knowledge, no OEM is planning a server based system, or even has business systems based on Athlon. I do believe that AMD is an excellent buy, though, and quite undervalued compared to Intel. They arguably have more growth potential but they will gain the market more as the industry grows, than at the expense of Intel (which, contrary to popular belief, is not happening).
Hmm... I doubt this is true. Transmeta simply doesn't have the market share that AMD would luck for in a partner, and anyway, it's transmeta's independance that gets it it's following anyway (absolutely no ill meaning towards transmeta).
Transmeta needs AMD's Fab 30?
by
RayChuang
·
· Score: 3
I think what may be happening is that the deal between Transmeta and AMD means that Transmeta is looking for the possibility of using AMD's Fab 30 in Dresden, Germany to produce the Crusoe CPU.
AMD in turn will get the Crusoe technology to produce next-generation Athlon/"Hammer" CPU's that will use a very small fraction of the power of today's AMD CPU's, which makes them very viable for notebook computers.
Personally, I think AMD ought to get a deal with IBM Microelectronics to have IBM fabs manufacture the Athlon/"Hammer" CPU. People often forget that IBM Microelectronics have wafer fabs that are just as advanced as anything Intel has; it will give AMD the necessary production capacity to take on Intel easily.
-- Raymond in Mountain View, CA
Re:Transmeta needs AMD's Fab 30?
by
softsign
·
· Score: 2
I thought AMD was already using Motorola's fab facilities for the Athlons. AFAIK, Motorola's digs are no slouches either (although it's possible they're a step behind IBM's)...
--
Re:More bad news for intel...
by
bonzoesc
·
· Score: 2
This patent-swapping shouldn't be too much of a problem for intel's high end chips - a Athsoe or Cruthlon (name fusion BAD) wouldn't pose a serious threat to Intel's chips because the technology still has limits. Now, if Intel's entire market was low-power chips, they might be screwed.
However, they are diversified and have other products that they can fall back on, such as crappy HomePNA networks (<100BaseT BAD), eyeball USB cameras, the Intel@play microscope Hasbro sold for a while a year or so ago, network cards, on-board video cards, and other things I don't care to enumerate. Don't forget that Intel still has loyalty from enough OEMs that AMD would have a hard time breaking into Intel's entire market share for chips.
Tell me what makes you so afraid
Of all those people you say you hate
Am I wrong, or have they even IPO'd yet? Still the same, I do agree.. It seems like rumors in this manner can do nothing
but push the IPO harder..
Strongly disagree. Here's why.
First off, in the article, there was nothing fully substanciated. "Sources say" etc. Secondly they stated something along the lines of that they will be speaking soon of the status of their "cooperation". yadda yadda yadda.
In my view, it's false, and I agree with the hoax theory, staged or not. I think this will hurt transmeta for thier IPO later this week. This, if "leaked" without the full blessing of AMD will make TM look very foolish and not very trustworthy. Would you put money into a company that played games like this in such a shallow manner? I would'nt.
Who knows, maybe Intel is behind the whole thing to make 'em both look like amatures in the big leagues. Before the flames come, the Intel though was just sarcasm.
I wonder where Linus would work if Transmeta went under...
---- ----
-- Napster-to-go says "Fill and refill your compatible MP3 player", which is a lie. It's not MP3. It's WMA with DRM.
Should the DOJ get involved?
by
bladel
·
· Score: 2
If the nature of the patent-swap is "You take the low-end & mobiles, I'll take the desktop & servers" then doesn't this amount to an alliance that threatens competition?
On second thought, if they didn't go after Intel, then it's not likely...
J.
--
Information wants to be Free. Useful Information will cost you.
There are actually pretty strict rules about what companys can publicly announce in the time period shortly before their IPOs. So this is very much likely not something fishy like that.
But I forgot, Transmeta is evil and anything they do is motivated by that. Just like Rambus. And NVIDIA. Righto.
All of your arguements suggest it would be in transmeta's best interest to make a deal with AMD.
What facts?
It hasn't ipo'd yet, so you're still retarded.
Name a partner they've betrayed you didn't leave any examples, and I haven't heard of any.
You can't expect a company to have any profits until it sells a product.
Sure AMD doesn't need them, but i'm sure they're very interested in the code-morphing technology.
Once again, why wouldn't Transmeta do this?
IMO, you're a retarded reactionary. Your arguements aren't even valid. You're the same breed that argued that Apple was dead, and that AMD would never make a profit.
I can see it now: A transition phase where x86 architecture is replaced by RISC. And leading the way? Linux of course! because you have the source and can recompile your OWN damn O/S, programs and games! Want to run win-blows software for that cool game you have? no prob - you just set up a portion of the multi-CPU transmeta to emulate the x86 dynamicly.
Hmm... I wonder if Intel would sue Transmeta/AMD for reverse enginering the x86 microcode and chipsets.
BTW. I WANT ONE NOW!
--
make Linux, not Microsoft. sin(beast) = -0.809016994374947424102293417182819
1) Analysts predict 11% growth per quarter for AMD. That's 51% annualized. I'd like to hear your definition of a bad projection. Stock in the toilet? 1 year the stock was $18, now its $70. Almost 4x. Nice work if you can get it...
2) AMD has a history of getting screwed by their partners. (Via, for example). Why would Nokia, Volkswagen and Nortel give them "supplier of the year awards" if they regularly screwed people?
3) no comment
4) This is mainly a cross-patent deal! In this patent lawsuit world everybody needs as many patents as they can get their hand on. Both AMD & Transmeta have filed for lots of "fundamental" patents. It's insurance against Intel, who have been known to file lawsuits against AMD in the past...
Secondly, they are cooperating on infrastructure. Both AMD and Transmeta have abandoned Intel architectures such as Socket 7 and Slot 1 that clone makers have traditionally used in the past. Nobody considered AMD big enough to get chipset support without using an Intel architecture -- they got around this by using the Compaq Alpha system bus, which had little market share but lots of mind share. I see this deal as continuing this philosophy.
5) AMD has a short ratio over 10%. Wall street HATES this stock. AMD's performance before the last 12 months has been DISMAL, so wall street figures AMD will screw up again. This time it's Intel thats been screwing up. (ever try to buy a 1GHz P3? Rambus, that was a smart move, not to mention having to recall all of those i820 motherboards....)
This deal makes lots of sense to both parties.. It may fall through, but it is far from a hoax.
Bryan
A painless way out of the bloated x86 ISA perhaps?
by
MfA
·
· Score: 2
Binary translation is a black art, Transmeta's know-how plus their patents on hardware assisted x86 emulation might be the ticket AMD wants to finally put the whole ugly mess x86 has become behind them without giving up backwards compatibility.
Could this mean that we could finally get athlon laptops that have decent battery life? Insanely fast Crusoes? Lord only knows what a low-power-consumption chip with a 200mHz backside cache could do for your Game Boy or MP3 player.
Tell me what makes you so afraid
Of all those people you say you hate
IPO Bait.. it's probably IPO Bait..
Weird that Transmeta "are about to announce" a relationship with AMD just before they plan to IPO on Thursday.
Price of their IPO should go up because of this.. then.. after the IPO.. watch them announce that the deal never went through.. but by that time, the large brokerage firms that back the IPO will already have gotten rid of their share of Transmeta stock....
--
"The answers are always inside the problem, not outside"- Marshall McLuhan
Re:out of date research...
by
elijahao
·
· Score: 2
Are you sure? They have released the 1000, and 1133 PIII chips, but not their mobile versions. Transmeta (from what I understand) is not specifically targetting the Desktop with any of it's processors. They are in the laptop market as their highest end processors. The Mobile PIII is not out as 1 GHz yet.
What are you on? Transmeta has yet to IPO.
by
jabber
·
· Score: 4
1. Whose stock? AMD is selling like hot-cakes, and TM has no stock to speak of until the IPO.
2. Maybe. The TM people are not stupid - I'm sure it's going to be either an equitable deal, or they're just cutting up the playing field.
3. "Hurting for cash" is a very relative term. They're not yet selling a product. If they had stuff on shelves, and were bleeding money, that's one thing. They've not sold chip One yet. Of course they have no income. You believe in Angels?
4. AMD doesn't need them on the desk-top. I'm sure AMD would LOVE to go portable, but they tend to blister fingers with their current designs.
5. Irrelevant.
IMO you're trollin. AMD and TM are shooting at different markets - the One they'd both like to bury is Intel. They'd like to hurt Motorola, but that's like gnats ramming into a rhino..
--
-- What you do today will cost you a day of your life.
Slashdot Mirror
I think he was referring to AMD's stock, not transmetas
As I've already pointed out in a response to another comment, Transmeta aren't the ones who are saying they're going to announce a relationship, it's AMD. If you'd simply read the article before posting, you'd be less likely to make such silly, groundless remarks.
Word has it that just after the "quiet period" Linus is leaving TM. It's not such a secret that "The Management" and Linus have very dirrerent views of the direction TM should take. Too bad, they seemed to make a good team. Who knows, maybe Steve Jobs would pick him up.
I would hire him to work on Linux... seriously. Linus, come knocking, I've got a job for you whenever you want it.
---- ----
Napster-to-go says "Fill and refill your compatible MP3 player", which is a lie. It's not MP3. It's WMA with DRM.
Anywhere he wants to.
Those Transmeta PR guys are pretty damn slick! Not only do they get ZDNet to write a completely false article about a possible partnership with AMD, but also manage to con AMD's CEO talking about the non-existant deal. If you'd actually read the article, you might have seen this quote:
Advanced Micro Devices Inc. (NYSE:AMD - news) and Transmeta Corp. are about to announce a relationship.
The chip makers are expected to soon announce the scope of cooperation, according to AMD chairman and CEO Jerry Sanders. However, Sanders remained mum on the details.
The laptop market looks just like the desktop market did before the arrival of the Athlon: high end performance meant "Intel Inside", while AMD would barely compete at the lower end. Currently, a 750 MHz laptop costs 3 to 4 time more than a comparably equiped desktop (yes, the flat screen and HD also drive up the price). Hopefully the arrival of the Corvette/Mustang from AMD and the Transmeta Crusoe will spark a performance and price war similar to the race we just saw between the PIII and the Athlon. And just like in that race, the consumer will be the ultimate winner.
The yahoo article has numerous references to information that was divulged in Transmeta's S-1 filing. If you want to look for yourself, you can find it here.
Yes. Actually, it's a little-known fact that Intel's marketshare has actually increased since the beginning of the year (from 81% to 82%), and that Athlon's share has actually decreased from when it was first released (from a peak of about 5% late last year to now about 3%). Neither AMD or Transmeta are going to cut into Intel's share soon, and as the PC cycle starts to slow, Intel is at least somewhat diversified with networking, embedded, home products, and, most of all, capital investment. When that tide turns, AMD will be extremely hard hit, since they have nothing besides PC processors and flash. AMD will have a hard time cutting into Intel's server market, and to my knowledge, no OEM is planning a server based system, or even has business systems based on Athlon. I do believe that AMD is an excellent buy, though, and quite undervalued compared to Intel. They arguably have more growth potential but they will gain the market more as the industry grows, than at the expense of Intel (which, contrary to popular belief, is not happening).
Hmm... I doubt this is true. Transmeta simply doesn't have the market share that AMD would luck for in a partner, and anyway, it's transmeta's independance that gets it it's following anyway (absolutely no ill meaning towards transmeta).
====
Crudely Drawn Games
I think what may be happening is that the deal between Transmeta and AMD means that Transmeta is looking for the possibility of using AMD's Fab 30 in Dresden, Germany to produce the Crusoe CPU.
AMD in turn will get the Crusoe technology to produce next-generation Athlon/"Hammer" CPU's that will use a very small fraction of the power of today's AMD CPU's, which makes them very viable for notebook computers.
Personally, I think AMD ought to get a deal with IBM Microelectronics to have IBM fabs manufacture the Athlon/"Hammer" CPU. People often forget that IBM Microelectronics have wafer fabs that are just as advanced as anything Intel has; it will give AMD the necessary production capacity to take on Intel easily.
Raymond in Mountain View, CA
However, they are diversified and have other products that they can fall back on, such as crappy HomePNA networks (<100BaseT BAD), eyeball USB cameras, the Intel@play microscope Hasbro sold for a while a year or so ago, network cards, on-board video cards, and other things I don't care to enumerate. Don't forget that Intel still has loyalty from enough OEMs that AMD would have a hard time breaking into Intel's entire market share for chips.
Tell me what makes you so afraid
Of all those people you say you hate
Strongly disagree. Here's why.
First off, in the article, there was nothing fully substanciated. "Sources say" etc. Secondly they stated something along the lines of that they will be speaking soon of the status of their "cooperation". yadda yadda yadda.
In my view, it's false, and I agree with the hoax theory, staged or not. I think this will hurt transmeta for thier IPO later this week. This, if "leaked" without the full blessing of AMD will make TM look very foolish and not very trustworthy. Would you put money into a company that played games like this in such a shallow manner? I would'nt.
Who knows, maybe Intel is behind the whole thing to make 'em both look like amatures in the big leagues. Before the flames come, the Intel though was just sarcasm.
I wonder where Linus would work if Transmeta went under...
---- ----
Napster-to-go says "Fill and refill your compatible MP3 player", which is a lie. It's not MP3. It's WMA with DRM.
If the nature of the patent-swap is "You take the low-end & mobiles, I'll take the desktop & servers" then doesn't this amount to an alliance that threatens competition?
On second thought, if they didn't go after Intel, then it's not likely...
J.
Information wants to be Free. Useful Information will cost you.
There are actually pretty strict rules about what companys can publicly announce in the time period shortly before their IPOs. So this is very much likely not something fishy like that. But I forgot, Transmeta is evil and anything they do is motivated by that. Just like Rambus. And NVIDIA. Righto.
What facts?
IMO, you're a retarded reactionary. Your arguements aren't even valid. You're the same breed that argued that Apple was dead, and that AMD would never make a profit.
Hmm... I wonder if Intel would sue Transmeta/AMD for reverse enginering the x86 microcode and chipsets.
BTW. I WANT ONE NOW!
make Linux, not Microsoft. sin(beast) = -0.809016994374947424102293417182819
Huh?
1) Analysts predict 11% growth per quarter for AMD. That's 51% annualized. I'd like to hear your definition of a bad projection. Stock in the toilet? 1 year the stock was $18, now its $70. Almost 4x. Nice work if you can get it...
2) AMD has a history of getting screwed by their partners. (Via, for example). Why would Nokia, Volkswagen and Nortel give them "supplier of the year awards" if they regularly screwed people?
3) no comment
4) This is mainly a cross-patent deal! In this patent lawsuit world everybody needs as many patents as they can get their hand on. Both AMD & Transmeta have filed for lots of "fundamental" patents. It's insurance against Intel, who have been known to file lawsuits against AMD in the past...
Secondly, they are cooperating on infrastructure. Both AMD and Transmeta have abandoned Intel architectures such as Socket 7 and Slot 1 that clone makers have traditionally used in the past. Nobody considered AMD big enough to get chipset support without using an Intel architecture -- they got around this by using the Compaq Alpha system bus, which had little market share but lots of mind share. I see this deal as continuing this philosophy.
5) AMD has a short ratio over 10%. Wall street HATES this stock. AMD's performance before the last 12 months has been DISMAL, so wall street figures AMD will screw up again. This time it's Intel thats been screwing up. (ever try to buy a 1GHz P3? Rambus, that was a smart move, not to mention having to recall all of those i820 motherboards....)
This deal makes lots of sense to both parties.. It may fall through, but it is far from a hoax.
Bryan
Binary translation is a black art, Transmeta's know-how plus their patents on hardware assisted x86 emulation might be the ticket AMD wants to finally put the whole ugly mess x86 has become behind them without giving up backwards compatibility.
--
Tell me what makes you so afraid
Of all those people you say you hate
IPO Bait.. it's probably IPO Bait.. Weird that Transmeta "are about to announce" a relationship with AMD just before they plan to IPO on Thursday. Price of their IPO should go up because of this.. then.. after the IPO.. watch them announce that the deal never went through.. but by that time, the large brokerage firms that back the IPO will already have gotten rid of their share of Transmeta stock....
"The answers are always inside the problem, not outside"- Marshall McLuhan
Are you sure? They have released the 1000, and 1133 PIII chips, but not their mobile versions. Transmeta (from what I understand) is not specifically targetting the Desktop with any of it's processors. They are in the laptop market as their highest end processors. The Mobile PIII is not out as 1 GHz yet.
1. Whose stock? AMD is selling like hot-cakes, and TM has no stock to speak of until the IPO.
2. Maybe. The TM people are not stupid - I'm sure it's going to be either an equitable deal, or they're just cutting up the playing field.
3. "Hurting for cash" is a very relative term. They're not yet selling a product. If they had stuff on shelves, and were bleeding money, that's one thing. They've not sold chip One yet. Of course they have no income. You believe in Angels?
4. AMD doesn't need them on the desk-top. I'm sure AMD would LOVE to go portable, but they tend to blister fingers with their current designs.
5. Irrelevant.
IMO you're trollin. AMD and TM are shooting at different markets - the One they'd both like to bury is Intel. They'd like to hurt Motorola, but that's like gnats ramming into a rhino..
-- What you do today will cost you a day of your life.