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ZDNet: Berst Alert: Gateway, AOL Attack Wintel (And Why the Web Pad Comes up Short)

“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.”


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