Hi everyone
Good Weekend
HOnest and Pure plays tobe considered not a Pump and Dump like Plays
We alerted TMTA .80 hit 1.54
HEC .46 hit 57
LOUD @ .81 hit 1.01
ARDI 2.98 hit 3.45
XCYT @ .62 hit . 78
etc. few trades but Solid trades
Post all messages also on our new Blog
http://scalptrading.blogspot.com/
Good luck guys
Singh
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WHAT THE HECK could 30 Transmeta engineers be seconded to Microsoft
for?
As we noted last week, Sony has 120 or so TMTA engineers working on
its Playstation 3, but that's public knowledge.
See 30 Transmeta engineers working on Microsoft project.
Perhaps, whispers the rumour mill, Microsoft wants to use TMTA's TSX
enabled hardware encryption in Janus, directed toward Microsoft's
trusted computing compliance.
FIC already has shown its two faces with Janus, as a swift Google
boogaloo shows.
The more outre idea is that Microsoft is going to go really nuts in
May and release 2GHz Longrun 2 compliant Efficion chips, all part of
Microsoft's MCE 2006 marchitecture machine.
Don't forget Microsoft has now established rather strong links with
the foundries, despite being a "software company". Hoots mon!
Sony confirms Transmeta deal
By Tony Smith
Published Tuesday 22nd August 2000 16:33 GMT
Sony yesterday admitted that reports claiming it plans to ship a
version of its Vaio C1 sub-notebook based on Transmeta's Crusoe chip
are correct.
"The new C1 will be launched for year-end sale," a Sony spokesman
told Reuters. "Crusoe meets the needs of the C1, which is the
smallest model in the Vaio series and is equipped with a power-
hungry CCD camera."
mrsingha: Sony's plans to use a Transmeta chip in a new C1 was
leaked on Monday by a company insider, who also said the consumer
electronics giant will use an AMD chip in a new version of its 'all-
in-one' Vaio F series notebook.
The move to use two processors from company's other than Sony's
traditional chip supplier, Intel, are likely have resulted from its
move to outsource some notebook production to Taiwan, producer of
the vast majority of the world's branded and un-branded portable
PCs. Sony is also an investor in Transmeta.
mrsingha: While Crusoe was chosen for its very low power
consumption, the source said, AMD's mobile chip was selected on
price, to allow Sony to push its all-in-one notebooks further down
into the consumer market.
Sony's official spokesman yesterday refused to comment on the
company's sales plan for the C1. In the past, Sony has said it wants
to double Vaio shipments this fiscal year on the 1.4 million units
it sold in the 12 months to March 2000. ®
AMD talking to Transmeta – official
By Tony Smith
Published Wednesday 23rd August 2000 12:06 GMT
AMD president Hector Ruiz has confirmed that Chimpzilla and
Transmeta are in co-operation talks aimed at sharing the two
companies' chip technologies, including Transmeta's power saving
system.
Interviewed by Electronic Buyers' News, Ruiz said AMD's current work
on reducing the power requirements of its Athlon and Duron chips
should result in processor power consumption of under 3W. AMD wants
Transmeta's input to getting that down to 1W.
In return, AMD is offering help getting Transmeta's chip speeds up
well beyond their current clock speeds, something that's actually
already on the company's roadmap.
Ruiz is undaunted. "Currently the Transmeta Crusoe chip effectively
runs at 500 MHz and doesn't offer a complete PC solution. We might
be creative and structure a deal that would benefit both companies,"
he told EBN.
The proposed co-operation appears to centre on chips for the ultra-
cheap PC market - under $400 in Ruiz' terms. "We don't have a good
feel for this market," he said. "It is so fragmented with various
proposed solutions that it's hard to pull our arms around it."
That said, AMD also wants Transmeta's help to develop chips created
for handheld Net access devices, according to Ben Anixter, AMD's VP
for external relations. Anixter noted AMD's interest in selling
Flash memory in this space, but adding a CPU to the mix would allow
it to chase this emerging embedded market with vigour.
Of course, that's also what Transmeta wants to do, with its TM3xxx
series of chips, so it's hard to see at first sight what the company
might get out a deal with AMD other than a new competitor. That
said, Transmeta's original business model was based on licensing its
designs, and that may plan may not be as dead as previously thought.
®
Related Stories
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1.Microsoft, Transmeta collaboration: A handheld Xbox 360?
Just an idea
By INQUIRER staff: Friday 26 August 2005, 19:02
http://www.theinquirer.net/?article=25745
2. from SEC filing Secret Mission??
MS and COMPANY are entering into a development services agreement
whereby COMPANY will provide software development, hardware
production, and other services associated with the development of
the * * * project ("* * *"). The overall purpose of this work is to
develop the Microsoft * * * software, specifications, and reference
model, all of which will be implemented by the COMPANY in COMPANY
provided computer systems.
All WORK created by COMPANY for MS under this Schedule A, including
the development of software for the * * * project, is and shall
remain the sole and confidential property of MS, and COMPANY may not
disclose to nor use any of the WORK for itself or for any third
party.
http://www.sec.gov/Archives/edgar/data/1001193/000089161805000621/f11
028exv10w22 .htm
Piper Jaffray downgrades TMTA to Underperform from Mkt Perform with a
$1 tgt on valuation, saying while the co's outlook has improved
somewhat as its new business model shows some traction, they believe
the current valuation is untenable and that the co's fundamentals do
not justify its current valuation.
GUys guys be careful
Good buy right now may go even lower,waiting on permits right now for
their PEMEX deal with Mexico which is huge!Permits not expected until
fourth Q 05.
Transmeta's Current Valuation Viewed As 'Untenable'
David Ng, 09.02.05, 11:39 AM ET
Piper Jaffray downgraded semiconductor company Transmeta (nasdaq:
TMTA - news - people ) to "underperform" from "marketperform,"
citing valuation.
"We believe that the current stock valuation is untenable and that
the company's fundamentals do not justify its current valuation,"
Piper said.
The research firm noted that Transmeta stock has increased almost
65% since the company's earnings call on Aug. 9, and that the
company's outlook has improved somewhat, based on modest traction of
its new business model.
However, Piper said that in order for the stock to maintain its
current level, Transmeta will have to beat 2006 revenue estimates by
at least a factor of two, "and we believe that scenario is highly
unlikely."
"We believe that we have accounted for all reasonable revenue
streams in the near term," Piper said, "and would be surprised to
see any significant upside to current estimates without additional
new wins."
That's in contrast to carriers such as Verizon (VZ ), O2 Germany, and
Sprint Nextel (S ), who are working with tech outfits such as Loudeye
and MusicNet to unveil services that let consumers get songs sent
directly to their cell phones. Even Cingular, which is expected to
offer Motorola's iTunes phone, has plans to launch such a service,
which will work with non-iTunes compliant phones.
http://www.businessweek.com/technology/content/sep2005/tc2005096_6224_t
c210.htm
Embryonic Stem Cells Found to Acquire Mutations
Abnormalities Could Produce Tumors; Scientists Say Evidence May
Point to Need for Fresh Colonies
By Rick Weiss
Washington Post Staff Writer
Monday, September 5, 2005; A05
Human embryonic stem cells, treasured by researchers because of
their potential to help rejuvenate ailing organs, do not remain as
ageless and perpetually unblemished as scientists once thought,
according to a new research report.
Like ordinary cells, stem cells accumulate significant numbers of
mutations over time, including several that could cause them to
become tumors.
The findings, reported by an international team of scientists
yesterday, could bolster those who have been calling upon President
Bush to allow the use of federal money to create fresh stem cell
colonies.
Embryonic stem cells, obtained from days-old human embryos, can
morph into all kinds of tissues. They divide repeatedly in
laboratory dishes, churning out self-replenishing colonies
indefinitely -- a trait that has lent them a reputation as virtual
fountains of youth.
Researchers hope to harvest batches of the cells periodically from
master colonies and turn them into various kinds of tissues for
transplantation into patients.
But the longer stem cells are cultivated -- and the more cell
divisions they undergo -- the more mutations build up in their
genes, Aravinda Chakravarti of Johns Hopkins Medical Institutions
and his colleagues reported in yesterday's issue of the journal
Nature Genetics.
The team measured the number of mutations and other DNA
abnormalities in nine colonies of cells approved for use by
federally funded researchers and compared the extent of the
abnormalities before and after each lineage was subjected to a dozen
or more rounds of cell division.
Previous efforts using relatively crude tools had found little
evidence of changes, leading some scientists to conclude that the
cells were largely protected from the ravages of everyday genetic
wear and tear. But using sensitive "gene chips" that can identify
subtle molecular changes in thousands of genes simultaneously, the
team found that several colonies harbored increasing numbers of
mutant cells over time.
Some of the mutations are known to play a role in transforming
normal cells into rapidly dividing cancer cells. With that growth
advantage, such cells can quickly outnumber others in a colony.
Transplanting such cells into a patient could cause more medical
problems than they would be likely to solve, scientists said.
Chakravarti warned that the work needs to be confirmed by additional
experiments. "But if it turns out these cells really do become
unstable over time," he said, "then that would put limits on the
practical life spans of the cells and their usefulness for
therapeutic purposes."
It is not known whether embryonic stem cells accumulate mutations to
a greater or lesser extent than other cells in laboratory cultures.
Chakravarti and others said they suspect that adult stem cells --
touted by some as a more ethical alternative to embryonic cells,
whose retrieval requires the destruction of human embryos --
probably share the problem. No studies have been done.
Scientists also emphasized that the new study says nothing about
which of the various lines analyzed are superior to others, because
each was grown under different conditions. An even-playing-field
comparison of embryonic stem cell lines is underway at the National
Institutes of Health.
But the work does suggest that it might be necessary to test stem
cells carefully before using them in treatments, to make sure they
have not acquired potentially dangerous mutations, several
scientists said.
Research to better understand the genetic stability of stem cells
would be helped, several scientists added, by loosening Bush's
restrictions on the use of federal funds for such studies.
The House has passed a bill that would do so, and the Senate is
scheduled to consider the issue this fall.
Together, Macromedia and HP will enable carriers, network equipment
providers, and telecommunication ISVs to streamline the creation of
new communications, messaging, and collaboration solutions, and
securely deploy rich multimedia services that leverage the ubiquity of
Macromedia Flash Player and the depth of the HP SDP across fixed,
mobile, and broadband networks.
http://biz.yahoo.com/bw/050906/65056.html?.v=1