Halbu uudiseid enne IPOt:
IBM has suspended a project geared toward releasing a ThinkPad notebook containing Crusoe processors from Transmeta, company executives confirmed Tuesday.
The reversal couldn't come at a worse time for Transmeta, as the company is slated to hold its initial public offering on Nov. 6.
Lähemalt saab vaadata siit.
ja neile kes ei viitsinud Tarmo viidet lugeda:
Analüütikud peavad projekti peatamise põhjuseks Crusoe protsessori suhtelist aeglust Windowsi jooksutamisel. Kuna Crusoe otseselt ei toeta MS Win-i, siis Windowsi korral
700Mhz Crusoe = 600Mhz Intel
Analüütikud peavad projekti peatamise põhjuseks Crusoe protsessori suhtelist aeglust Windowsi jooksutamisel. Kuna Crusoe otseselt ei toeta MS Win-i, siis Windowsi korral
700Mhz Crusoe = 600Mhz Intel
> 700Mhz Crusoe = 600Mhz Intel
Ei ole sugugi nii kindel. Tegelikult räägiti isegi kuni kahekordsest kiirusekaost -- teisisõnu 700MHz Cruse = ca 350-400 Pentium III. Arvamused baseeruvad just Sony viguri, nimega Vaio, testimisest.
Ausalt öelda on minu meelest seda Transmeta värki pisut ülehinnatud. On üsna ebloogiline, et sesiuliselt mees metsast tuleb ja teeb aastakümneid protsessoritega tegelenud firmadele pika puuga ära. Pealegi ei tooda ta ise oma protsessoreid, vaid sellega tegeleb IBM. Jah, just seesama IBM, kes otsustas, et ei viitsi Transmeta vidinaga masinat väljastada.
Ei ole sugugi nii kindel. Tegelikult räägiti isegi kuni kahekordsest kiirusekaost -- teisisõnu 700MHz Cruse = ca 350-400 Pentium III. Arvamused baseeruvad just Sony viguri, nimega Vaio, testimisest.
Ausalt öelda on minu meelest seda Transmeta värki pisut ülehinnatud. On üsna ebloogiline, et sesiuliselt mees metsast tuleb ja teeb aastakümneid protsessoritega tegelenud firmadele pika puuga ära. Pealegi ei tooda ta ise oma protsessoreid, vaid sellega tegeleb IBM. Jah, just seesama IBM, kes otsustas, et ei viitsi Transmeta vidinaga masinat väljastada.
David Ditzel oli omal ajal RISC prosede üks peamisi ideolooge ja on julgelt paarkümmend aastat protsessoritega tegelenud, ja mitte halvasti. Ja tema pole Transmetas ainuke selline tüüp, niiet selle koha pealt on hardly tegemist "mehega metsast". Ja isegi kui oleks, siis oli Linus Torvalds just selline mees metsast kes tuli ja tegi nii üht kui teist firmadele, kes aastakümneid opsüsteemidega tegelenud olid.
Hmm .. kuna ma ilmselt ei seletanud ennast piisavalt hästi lahti, siis seletan ma pisut juurde. Ma ei mõelnud ma inimesi selles firmas, vaid pigem firmat ise. Firma ei koosne ainult paarist mehest, sellise kaliibri firma koosneb tuhandetest pisiasjadest, millest, jah, paar positiivset on antud indiviidid. Paraku pole neil ette näidata proven track recordit, tehast, pikaajalisi toetajaid, Crusoega tooteid. Nad tegelikult tulid turule teise firma poolt väljatöötatud protsessori emulaatoriga. Mis tähendab omakorda, et nende käed on suhteliselt seotud. Pealegi, vaadatke, kui kaua pidi AMD turul olema, et tulla välja millegi uuega (3DNow!), mis ei tulnud Inteli protsessorite sepikojast. Transmeta on valinud endale praegusel hetkel suhteliselt tiheda konkurentsiga turu, mis samuti ei ärata erilist usaldust. Hea, kui ta pääseb ViA (Cyrix) tasemelegi lähima paari aastaga. Pealegi, arvestades megahertsi, jõudluse ning voolutarbivuse kolmiksuhet, siis on inteli protsessorid transmeta omadele lähemal, kui see esimesel pilgul tundub. Kui 700MHz Crusoe performib 350MHz Inteli tasemel, siis tuleb võrrelda nende kahe protsessori voolutarvidust, mitte 700MHz Crusoe ja 700MHz Inteli.
Mofiva koodi tehnoloogia iseenesest on suhteliselt intrigeeriv, kuid minu meelest praegune turg ei ole taoliste tehnikate jaoks veel küps. Suurelt määralt ma arvan, et Transmeta protsessorid saavutavad lõpuks umbes samasuguse koha nagu Sun-i Java pärast paariaastast rabelemist.
Mofiva koodi tehnoloogia iseenesest on suhteliselt intrigeeriv, kuid minu meelest praegune turg ei ole taoliste tehnikate jaoks veel küps. Suurelt määralt ma arvan, et Transmeta protsessorid saavutavad lõpuks umbes samasuguse koha nagu Sun-i Java pärast paariaastast rabelemist.
After Transmeta broke a four-and-a-half-year period of silence in January by showcasing Crusoe, Intel countered in April with its mobile computing alternative called SpeedStep. Pentium III processors using the SpeedStep technology can dynamically switch clock frequency and voltage, depending on whether a computer is running on batteries or is plugged in. That means that a processor running at 1.2 GHz when connected to a power supply can drop down to 400 MHz when running on a battery.
The real blow could come from Intel's XScale technology. The micro-architecture allows for low-power performance at speeds of up to 1 GHz and targets the same mobile markets (cell phones, personal digital assistants, Internet appliances) that are ideal for Crusoe.
The real blow could come from Intel's XScale technology. The micro-architecture allows for low-power performance at speeds of up to 1 GHz and targets the same mobile markets (cell phones, personal digital assistants, Internet appliances) that are ideal for Crusoe.
Täitsa eesti keeles saab Transmeta kohta lugeda siit:
http://www.euudised.ee/
ajal kui IBM loobub Transmeta protsessoritega arvutite tootmisest, on Dell pea et põlvili, et saaks ainult uudse disainiga lahendusi proovida. Dell on läinud isegi nii kaugele, et on palunud ThinkPade allhankena tootvat Quantat, et viimane modifitseeriks ThinkPadi emaplaati nii, et see mahuks ka Delli sülearvutisse. Transmeta aga ei toeta kuidagi Delli ponnistusi, sest Dell on varemalt avaldanud Intelile Transmeta toodete saladusi.
http://www.euudised.ee/
ajal kui IBM loobub Transmeta protsessoritega arvutite tootmisest, on Dell pea et põlvili, et saaks ainult uudse disainiga lahendusi proovida. Dell on läinud isegi nii kaugele, et on palunud ThinkPade allhankena tootvat Quantat, et viimane modifitseeriks ThinkPadi emaplaati nii, et see mahuks ka Delli sülearvutisse. Transmeta aga ei toeta kuidagi Delli ponnistusi, sest Dell on varemalt avaldanud Intelile Transmeta toodete saladusi.
TMTA kauplemine algab 20.00 Eesti aja järgi
ZDnet on täna avaldanud 3 artiklit TRANSMETA kohta
http://rd.yahoo.com/finance/external/zdnet/*http://chkpt.zdnet.com/chkpt/hud0001608/www.zdii.com/industry_list.asp?mode=news&doc_id=ZE506404
http://rd.yahoo.com/finance/external/zdnet/*http://chkpt.zdnet.com/chkpt/hud0001608/www.zdii.com/industry_list.asp?mode=news&doc_id=ZE506403
http://rd.yahoo.com/finance/external/zdnet/*http://chkpt.zdnet.com/chkpt/hud0001608/www.zdii.com/industry_list.asp?mode=news&doc_id=ZE506405
ZDnet on täna avaldanud 3 artiklit TRANSMETA kohta
http://rd.yahoo.com/finance/external/zdnet/*http://chkpt.zdnet.com/chkpt/hud0001608/www.zdii.com/industry_list.asp?mode=news&doc_id=ZE506404
http://rd.yahoo.com/finance/external/zdnet/*http://chkpt.zdnet.com/chkpt/hud0001608/www.zdii.com/industry_list.asp?mode=news&doc_id=ZE506403
http://rd.yahoo.com/finance/external/zdnet/*http://chkpt.zdnet.com/chkpt/hud0001608/www.zdii.com/industry_list.asp?mode=news&doc_id=ZE506405
10 min. enne kauplemist näidatakse Transmetale (TMTA) isegi 42-44 usd kauplemisvahemikku.
See teeks turuväärtuseks siis juba 5,4 mlrd. USD? Wow.
See teeks turuväärtuseks siis juba 5,4 mlrd. USD? Wow.
Läks lahti päris hoogsalt.
Esimese 10 min. kauplemise järel TMTA käive 7 milj. ja hind tõusnud juba 46 USD juurde. Ostuorderid selgelt ületamas müügiordereid (4x).
Turuväärtus läheneb juba 6 mlrd. USD-le. Võrdluseks tabamatult suure arvu kohta - AMD turuväärtus 7,1 mlrd.....
Millal hakkab kehtima gravitatsioon?
Turuväärtus läheneb juba 6 mlrd. USD-le. Võrdluseks tabamatult suure arvu kohta - AMD turuväärtus 7,1 mlrd.....
Millal hakkab kehtima gravitatsioon?
IBM-i kommentaarid Crusoe-põhise läpaka projekti peatamise kohta:
"We found that we didn't get a quantum leap in battery performance," Leo Suarez, director of worldwide product marketing for IBM Mobile Systems, said in an interview with CNET News.com at the Comdex trade show here. "The (energy) savings at a system level were comparable" to a notebook containing a similar chip from Intel.
However, IBM found some, but not substantial, leaps in battery performance. The prototype ThinkPad containing the Crusoe chip could run for less than six hours on a single battery charge, Suarez said. IBM was shooting for seven hours and probably would have been willing to go with the chip if battery power started to approach eight hours.
Because introducing a new chip involves extra research and marketing tasks, IBM decided to suspend the effort.
"We got comparable savings, so now I have an established processor vs. a nonestablished processor," Suarez said. "You have to break in a new brand, and that is not my job to do."
Although the Crusoe processor didn't provide a quantum leap in battery life, the chip performed adequately for the class of notebooks that IBM was examining, Suarez said. Transmeta's chips include a software technology called code morphing that extends battery life but slows down how fast applications run. Analysts have debated how much of a performance hit notebooks would experience.
"In this class of box, performance is a nonissue," Suarez said. "The performance was never an issue on this thing. It was always battery life and system weight and system size."
Suarez nonetheless said that IBM will continue to examine Crusoe. Earlier this week, Transmeta CEO Dave Ditzel said the company is coming out with a new version of its code-morphing software that will reduce power consumption even further and get the chip below Intel's upcoming ultra-low-power Pentium III.
"We found that we didn't get a quantum leap in battery performance," Leo Suarez, director of worldwide product marketing for IBM Mobile Systems, said in an interview with CNET News.com at the Comdex trade show here. "The (energy) savings at a system level were comparable" to a notebook containing a similar chip from Intel.
However, IBM found some, but not substantial, leaps in battery performance. The prototype ThinkPad containing the Crusoe chip could run for less than six hours on a single battery charge, Suarez said. IBM was shooting for seven hours and probably would have been willing to go with the chip if battery power started to approach eight hours.
Because introducing a new chip involves extra research and marketing tasks, IBM decided to suspend the effort.
"We got comparable savings, so now I have an established processor vs. a nonestablished processor," Suarez said. "You have to break in a new brand, and that is not my job to do."
Although the Crusoe processor didn't provide a quantum leap in battery life, the chip performed adequately for the class of notebooks that IBM was examining, Suarez said. Transmeta's chips include a software technology called code morphing that extends battery life but slows down how fast applications run. Analysts have debated how much of a performance hit notebooks would experience.
"In this class of box, performance is a nonissue," Suarez said. "The performance was never an issue on this thing. It was always battery life and system weight and system size."
Suarez nonetheless said that IBM will continue to examine Crusoe. Earlier this week, Transmeta CEO Dave Ditzel said the company is coming out with a new version of its code-morphing software that will reduce power consumption even further and get the chip below Intel's upcoming ultra-low-power Pentium III.
Keegi vaevub kommenteerima küsimust, kaugele TMTA kukub? Ma vahepeal juba vaatasin, et ta jääb kusagil 38 peal pidama, aga praegu tundub, et ta võib vabalt minna ka alla 30-ne.
Stock falls to $19 per share in pre-market after TMTA confirms the limited "exchange" of NEC notebooks with Crusoe microprocessors. According to company, there is a possibility of failure when an operating system is reinstalled.
Ai, magus suutäis tundub olevat! Tundub, et põhjaõngedega mehed on varsti platsis!
Eks neid põhjaõngedega mehi tuleb ja läheb aga enamustel on õnged siiski liiga lühikeseks sätitud - ei taha mitte päris põhjani ulatuda ja nii jääbki tegelikust põhjast teinekordki palju-palju puudu. :)
05-Dec-00 Init Salomon SB Outperform ($32)
04-Dec-00 Init SG Cowen Strong Buy
04-Dec-00 Init DB Alex. Brown Strong Buy
04-Dec-00 Init Morgan Stanley DW Outperform
04-Dec-00 Init SG Cowen Strong Buy
04-Dec-00 Init DB Alex. Brown Strong Buy
04-Dec-00 Init Morgan Stanley DW Outperform
Kuidas selline tõus võimalik oli
Kuidas selline tõus võimalik oli