"Gateway's announcement yesterday that Transmeta would supply
chips for their Web pad Internet appliances generated a lot of
hoo-ha about the decline of the Wintel duopoly. Don't sell your
Intel shares yet. ... Think of it this way. You can shut off the
Queen Mary's engines and it will still coast for a while. The
Wintel cartel will be coasting for years to come."
"THE HANG-UPS
Comes with leash. Portability is what makes Web pads such a cool
idea. But the product announced by Gateway will still have to be
plugged in to a phone line or cable. I predict most people will
wait for the wireless version."
"Cost. Cheap PCs are getting even cheaper thanks to advancements
in chip design. At $500, consumers will rightfully place the
Gateway unit at the luxury end of the home-computing scale. ...
Look for more interest when the price drops below $200."