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.
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.
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.
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.
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.
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
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
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.
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
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.
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
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
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.