Transmeta's Demise Predicted
egdull writes: "According to this story, Transmeta's party is over. Between buggy first-implementations of chips, leadership shake-ups, and "being outfoxed by Intel," Transmeta is done, according to C|Net. With a low stock price, they might be a target for a takeover, with Via being the only named interested party."
Fujitsu is selling a Crusoe based notebook that they claim will last 14 hours on a charge.
Lifebook P
Transmeta's problem is not technology, it's public relations. As the article's author pointed out, after 5 years of secrecy they are not comfortable talking to the public. Add to that fact that Intel is telling anyone who'll listen that Crusoe is junk. Do you really think Intel doesn't have anything to do with the lack of notebooks in the US with Crusoe processors?
Linux zealots blame MS for not being able to buy Linux laptops, but turn a blind eye to the Intel monopoly? What gives?
This article is a good example of the kind of press Transmeta doesn't need or deserve. The authors claim Transmeta is down the tubes, but don't provide any evidence of that (bad debts, layoffs, etc.) In fact Transmeta has enough cash to go 3 more years at the current run rate before becoming profitable. They may indeed go tits up or be bought, but it is _far_ to early to start nailing up the coffin
Si vis pacem, para bellum
The only thing more annoying than a Libertarian is an (un|mis)informed Libertarian
Huh? I find this statement interesting, as I own a Transmeta laptop and have never had a problem with compatibility... If you're trying to say that it's a hell of a lot of work to implement another architecture in code morphing I'd agree, but beyond that I'm not sure what you're talking about.
.technomancer
Please don't write us off just yet. We have over two years worth of cash in the bank, and we've recently announced our second product. The Crusoe chip has been very popular in Japan, including holding the #1 Notebook Top Seller spot for a while.
Is it easy to go up against Intel? Of course not. This is not an overnight, just-add-water kind of deal. We're trying to change the way people perceive computing. NEC has taken our chip and combined it with a low-power screen for further power savings. RLX is using the Crusoe chip to build ultra-dense server racks. Granted, there's some overcapacity in this area at the moment, but that could turn around.
Yes, our stock price has been beaten down. Yes, Intel is a formidable competitor. Yes, we've had a management shake-up. I don't think it's nearly as bad as the CNET article makes it sound. I'm not looking for a new job, and I'm staying fully vested with the ESPP. Let's wait and see what happens. You may be pleasantly surprised.