Linux.com: Transmeta: Revisiting Predictions

"On September 14, I described the "fabless" design philosophy implemented by Transmeta, and how it might affect their future as a processor manufacturer. I also tried to shed some light on the cancellation of their licensing deals with IBM and Toshiba, and how that action might undermine the Crusoe product."

"The three possible futures for Transmeta were classified simply as "Good", "Bad" and "Ugly."

"Good: Pre-product buzz and smart design by computer manufacturers will prove the success of Transmeta's code morphing CPU.
Bad: Dissolving agreements with IBM and Toshiba will cause Transmeta to lose quality control of its "fabless" manufacturing process, leading to poor quality silicon.
Ugly: Transmeta's technology will not deliver the advertised results. Hardware vendors will implement the technology poorly, generating bad product reviews. Dissolving the IBM and Toshiba deals will cause revenue problems and generate doubt in the minds of investors."

Complete Story

Related Stories:

• The Register: Intel claimed to have squeezed IBM to dump Transmeta(Nov 02, 2000)
• The Register: Desperate Dell begging Transmeta for a Crusoe deal? (Nov 02, 2000)
• IBM ditches Transmeta notebook plans(Nov 01, 2000)
• Hardware Central: Transmeta's Crusoe, Hot Rod or Performance Hog? (Oct 30, 2000)
• The Standard: Transmeta? You Betcha'!(Oct 28, 2000)
• ZDNet: Transmeta reviews criticize performance(Oct 26, 2000)
• The Register: Transmeta speed debate -- damned lies and benchmarks? (Oct 25, 2000)
• Linux.com: Getting Hitched - Intel & Rambus(Oct 24, 2000)
• AllLinuxDevices: Transmeta 'must diversify to survive' (Oct 19, 2000)
• Linux.com: Understanding The Fabless Transmeta(Sep 15, 2000)