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osOpinion: Can Crusoes Attract Like Diamonds?

Mar 01, 2001, 06:50 (2 Talkback[s])
(Other stories by Max Page)

[ Thanks to Kelly McNeill for this link. ]

"That is essentially the situation Transmeta faces. How to compete with the Chipzilla known as Intel? The situation is almost comic if you consider that Transmeta's Santa Clara headquarters are pretty much right across the street from Intel. The rivalry must be a heated one, but what will the folks at Transmeta do?"

"They are, adeptly, not going to compete with Intel on its own terms. Instead, Transmeta says that it is going to chip away at the very foundations of Intel's business model."

"Their secret ally in the battle for future notebook consumers is Moore's Law. Moore's Law states that every 18 months, processing power doubles while cost holds constant. After almost 20 years of advancing processor developments there's precious little room left to maneuver without some very fundamental (read: costly) changes to the underlying technology of Intel's silicon processor."

"It's right about here where Transmeta's next ally kicks in, and that would be heat."

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