**TRANSMETA** der Chipwert! - 500 Beiträge pro Seite

[Lowbuy]

Hi,
Die so arg gebeutelte Chipbranche gibt endlich wieder Hoffnung auf überdurchschnittliche Gewinne.
Dank Transmeta 564775 kommt Freude auf. Der von ihnen entwickelte Crusoe Prozessor, wo das Update online oder durch Software durchgeführt wird ist eine echte Revolution auf dem Chip-Markt.
Momentan wird der Wert noch ziemlich niedrig gehandelt, man hat aber das Potential deutlich erahnen können.
Sobalt die Nasdaq wieder steigt können wir uns freuen, da Transmeta den Markt deutlich Outperformt.
Aktueller Kurs: 42Euro
Wenn Interesse besteht gehe ich gerne näher auf diesen Wert ein.
Mfg, Lowbuy

[rolff]

...der Wert hat sich von seinem Tief (19$) auf aktuell 36$ fast verdoppelt, hier drohen gerade an der Nasdaq schnelle Gewinnmitnahmen.

[Raubschwein]

TRANSMETA CORP. (DEL.) SHARES DL -,00001 Xetra 564775 28,80 +3,91 +15,71 % 720 12. Jan 13:26


Dagegen der Markt und die Konkurrenz mit weniger Zuwachs!

Da geht noch was ! ! !

Wenn dieser Wert Potential hat, kann er zu einem Überflieger werden. Transmeta wird eine Chiop - Produktion höchstwahrscheinlich nicht selber aufbauen (wäre viel zu teuer), demzufolge darin nicht viel Kapital investieren, sondern nur das Know How liefern und ...



mfg Raubschwein

[Raubschwein]

Transmeta Corporation Outperformer
Salomon Smith Barney


Die Investmentbanker von Salomon Smith Barney versehen die Aktie Transmeta (WKN 564775) mit dem Prädikat “Outperformer/Speculative”.

Die Analysten verlautbarten, man habe am 5. Dezember mit der Berichterstattung über Transmeta begonnen und das Unternehmen mit “Outperformer” (”2S”) bewertet. Transmeta sei ein Konstrukteur software-basierter Prozessoren, die zu den fortschrittlichsten Entwicklungen des letzten Jahrzehnts zählten.

Die Crusoe-Gerätefamilie biete herausragende Daten in der Flexibilität der Architektur, der Batterieleistungskontrolle und beim dynamischem Powermanagement. Das Unternehmen habe kürzlich Designpreise für Hersteller von Notebooks und Webpads gewonnen. Das Kursziel von $32 basiere auf dem 14fachen der Umsatzprognose für das Jahr 2001.

Die neue Software-basierte Architektur der Prozessoren ersetze rund 75% der logischen Transistoren der herkömmlichen Mikroprozessoren. Gleichzeitig werde eine Programmcodeumwandlung angewandt, die es erlaube, Befehle für x86-Prozessoren in Transmetas Maschinensprache zu transferieren.

Nach Aussage der Aktienexperten besitze Transmeta eines der besten Managementteams eines Startup-Unternehmens. Der Vorstandsvorsitzende David Dizel sei ein früher Pionier der RISC-basierten Mikroprozessoren. Präsident und COO Mark Allen habe bereits gehobene Positionen bei NVIDIA, C-Cube Microsystems und CYPRESS Semiconductor bekleidet. Einer der bekanntesten Angestellten des Unternehmens sei Linus Torvalds, der Schöpfer des Betriebssystems Linux.

mfg Raubschwein

[mirooo]

Hi

Die Zahlen
SANTA CLARA, Calif.--(BUSINESS WIRE)--Jan. 18, 2001--Transmeta Corporation (Nasdaq:TMTA) today reported its financial results for the quarter and the fiscal year ended December 29, 2000.
Revenue for the fourth quarter of 2000 was $12.4 million, compared with zero for the same period last year and an increase of 254% from the third quarter of 2000 revenue of $3.5 million. Pro forma net loss, which excludes the effect of amortization of deferred charges, was $17.3 million or $0.20 per share for the fourth quarter of 2000 based on 86.7 million weighted average shares outstanding. This is compared with a pro forma net loss of $12.9 million or $0.45 per share for the fourth quarter of 1999.
Actual net loss for the fourth quarter of 2000 was $26.2 million or $0.30 per share, compared with $13.1 million or $0.46 per share for the same period last year.
Product revenue for 2000 was $16.2 million, representing a 218% increase over 1999 revenue of $5.1 million, which was substantially license revenue. Pro forma net loss was $74.2 million or $1.66 per share for 2000, compared with pro forma net loss of $40.9 million or $1.50 per share for 1999.
Actual net loss for 2000 was $97.7 million or $2.18 per share, compared with $41.1 million or $1.51 per share for 1999.
"Transmeta`s software-based Crusoe microprocessors enabled our customers to build a new class of notebook computer with longer battery life, high performance and full compatibility with standard x86 PC software applications. We are excited at the rapid adoption of Crusoe in a number of notebook computers and Internet Appliances, and are very pleased at our revenue growth in the first two quarters of Crusoe product shipments," stated Transmeta CEO, David R. Ditzel. "In a world where computers normally consume more power every year, Transmeta is pleased to offer Crusoe solutions that can extend battery life in mobile computing devices, as well as reduce the power consumption, heat and noise in a number of other types of computers as well. Transmeta intends to continue to proliferate the technology of software-based microprocessors."

Current Financial Outlook for First Quarter 2001

The following outlook statements are based upon current expectations. These statements are forward looking, and our actual results could differ materially.

1. Transmeta expects revenue for the first quarter of 2001 to be up 50% or more from fourth quarter revenue of $12.4 million.
2. Transmeta expects gross margin percentage for the first quarter to improve to approximately 44% from the 42% level reported for the fourth quarter of 2000. Our gross margin is influenced by several factors, including average selling prices, product mix, foundry pricing and most significantly for this quarter, the yields achieved as we ramp production.
3. Transmeta expects that the total dollar spending in Research and Development and Selling, General and Administrative will be approximately flat to the fourth quarter spending levels of $26.3 million.
4. The share count for Q1 will be approximately 117 million shares, which reflects the full weighting of shares for Transmeta in its first full quarter of operation as a public company.

The Year 2000 in Review

On January 19, 2000, Transmeta ended five years of secrecy by announcing that it had developed the Crusoe(TM) family of smart microprocessors. Crusoe microprocessors simultaneously deliver long battery life, high performance and x86 compatibility. Crusoe implements this new technology with an innovative combination of hardware and software. The software, called Code Morphing(TM) software, is used with a simple Very Long Instruction Word (VLIW) processor to deliver these benefits to our OEM customers and end users.
Transmeta announced two Crusoe product families in January. The TM5000 family is targeted at the mobile PC or notebook market and would typically run the Microsoft Windows operating system. The TM3000 product family serves the newly emerging Internet appliance market and would typically use our Mobile Linux operating system, which is a version of Linux developed at Transmeta under the guidance of Linus Torvalds.
In April Transmeta announced that it had raised $88,000,000 in a round of private financing primarily from corporate investors led by Sony. Other significant investors in that round included America Online, Compaq, Gateway and Samsung. These companies joined other prominent early investors in Transmeta, including venture capitalists such as Paul Allen and George Soros, venture funds such as Institutional Venture Partners, and corporate investors such as IBM and Toshiba.
In May, Gateway announced that it had selected Transmeta`s Crusoe processor and Mobile Linux operating system for Internet appliance products, which Gateway is developing with America Online. The Connected Touchpad was announced in November, and is now available in Gateway Country stores.
In June, at PC Expo, we demonstrated our Crusoe processor in several prototype notebook computer systems developed by Fujitsu, Hitachi and NEC. The Crusoe processor received the award for Best of Show.
Announcements of actual products using Crusoe started in September. On September 8 Sony announced a 600 MHz Crusoe in its 2.2 pound VAIO Picturebook. Two weeks later, Fujitsu announced two lightweight Crusoe-based notebooks, the 2.2 pound FM Biblo Loox S and the 3 pound FM Biblo Loox T with a build in DVD drive, both of which deliver up to 8 hours of battery life. On October 17, NEC announced its Crusoe-based LaVie MX notebook, which weighs three pounds and delivers up to 11 hours of battery life. Later in October Hitachi announced three models of their Flora 200 systems, all of which are in the 3-4 pound category and offer battery life of up to 11 hours.
During the autumn we prepared the prospectus for an initial public offering. In November, Transmeta became a publicly traded company and was listed on the NASDAQ under the ticker symbol TMTA. We were also pleased to announce that Larry Carter, the CFO of Cisco Systems, agreed to join our Board of Directors.
In December, at COMDEX, Casio demonstrated a prototype of its Crusoe-based Cassiopeia FIVA model, which weighs about 35 ounces and runs the Microsoft Windows operating system between 6 and 9 hours on battery. We were pleased that the Crusoe-based Gateway/AOL Connected Touchpad was named Best Consumer Product of the Show at COMDEX.

About Transmeta Corporation

Transmeta is a publicly traded company located in Santa Clara, Calif. Transmeta develops and sells software-based microprocessors and develops additional hardware and software technologies that enable computer manufacturers to build computers that simultaneously offer long battery life, high performance and x86 compatibility. Transmeta`s family of Crusoe microprocessors is targeted at the notebook and Internet appliance segments of the Mobile Internet Computer market.
To learn more about Transmeta, or the Crusoe Smart Processor, visit our website at www.transmeta.com.

This release contains projections and other forward-looking statements regarding future events or future financial performance of the Company that involve risks and uncertainties. Investors are cautioned that these forward-looking statements are only predictions and may differ materially from actual future events or results. Risks and uncertainties that may have material effects on future events and our future performance include potential fluctuations in our quarterly results, dependence on increasing demand for our Crusoe products, difficulties in developing or manufacturing new products in a timely and cost effective manner, market acceptance of our new products and of our customer`s systems using our products, the growth of emerging markets that we are addressing, our customer concentration, our dependence on third parties for sourcing materials and providing manufacturing services, competition, rapid technological change, patents and intellectual property rights, volatility of our stock price, the cyclical nature of the semiconductor market, and general economic conditions. We urge investors to review our regular filings with the Securities and Exchange Commission, including specifically our recent Form S-1 Registration Statement, which identifies and describes these and other important risk factors that could cause our actual results to differ from those contained in these forward-looking statements.




Transmeta Corporation
PRO FORMA CONDENSED CONSOLIDATED
STATEMENTS OF OPERATIONS
Excluding Amortization of Deferred Charges and Stock Compensation
(In thousands, except per-share amounts)

Quarters Ended Years Ended
Dec. 29 Dec. 31 Dec. 29 Dec. 31
2000 1999 2000 1999

Total revenue $ 12,363 $ -- $ 16,180 $ 5,076
Cost of product revenue 7,156 -- 9,461 18
Gross margin 5,207 -- 6,719 5,058
Operating expenses:
Research and development 17,766 9,543 61,415 33,122
Selling, general
and administrative 8,561 3,873 27,045 12,811
Total operating
expenses 26,327 13,416 88,460 45,933
Operating loss (21,120) (13,416) (81,741) (40,875)
Interest and other
income, net 3,814 535 7,508 504
Loss before income taxes (17,306) (12,881) (74,233) (40,371)
Provision for income
taxes -- -- -- 500
Net loss $(17,306) $(12,881) $(74,233) $(40,871)
Net loss per share --
basic and diluted $ (0.20) $ (0.45) $ (1.66) $ (1.50)
Shares used in per
share calculation --
basic and dilute 86,742 28,381 44,741 27,236



The above pro forma amounts for the quarter and year ended December 29, 2000 have been adjusted to eliminate the $3.0 and $10.4 million amortization of deferred charges under license agreements, and $5.9 and $13.1 million of deferred stock compensation charges, respectively. The above pro forma amounts for the quarter and year ended December 31, 1999 have been adjusted to eliminate the $0.2 million amortization of deferred charges under license agreements.




Transmeta Corporation
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
(In thousands, except per-share amounts)

Quarters Ended Years Ended
Dec. 29 Dec. 31 Dec. 29 Dec. 31
2000 1999 2000 1999

Total revenue $ 12,363 $ -- $ 16,180 $ 5,076
Cost of product revenue 7,156 -- 9,461 18
Gross margin 5,207 -- 6,719 5,058
Operating expenses:
Research and development 17,766 9,543 61,415 33,122
Selling, general and
administrative 8,561 3,873 27,045 12,811
Amortization of
deferred charges under
license agreements 2,986 218 10,416 218
Amortization of
deferred stock
compensation 5,949 -- 13,056 --
Total operating expenses 35,262 13,634 111,932 46,151
Operating loss (30,055) (13,634) (105,213) (41,093)
Interest and other
income, net 3,814 535 7,508 504
Loss before income
taxes (26,241) (13,099) (97,705) (40,589)
Provision for income
taxes -- -- -- 500
Net loss $(26,241) $(13,099) $(97,705) $(41,089)
Net loss per share --
basic and diluted $ (0.30) $ (0.46) $ (2.18) $ (1.51)
Shares used in per share
calculation --
basic and diluted 86,742 28,381 44,741 27,236



The net income per share and number of shares used in the per-share calculation for all periods presented reflect the two-for-one stock split that was effective October 26, 2000.




Transmeta Corporation
CONDENSED CONSOLIDATED BALANCE SHEETS
(In thousands)

Dec. 29, 2000 Dec. 31, 1999

Assets
Current assets:
Cash and short-term investments $315,094 $ 66,444
Accounts receivable, net 3,298 --
Inventories 15,453 --
Prepaid expenses and
other current assets 7,821 1,808
Total current assets 341,666 68,252
Long-term cash investments 28,008 --
Property and equipment, net 10,482 8,537
Deferred charges under
license agreements 26,097 22,143
Other assets 6,283 511
Total assets $412,536 $ 99,443
Liabilities and stockholders` equity
Current liabilities:
Accounts payable and other
accrued expenses $ 17,378 $ 3,846
Current portion of long-term obligations 9,292 5,494
Total current liabilities 26,670 9,340
Long-term obligations 3,184 7,487
Payable to a development
partner under license agreement 18,199 19,533
Stockholders` equity 364,483 63,083
Total liabilities and
stockholders` equity $412,536 $ 99,443

mfg & viel Spass beim durchkauen,aud die schnelle
looks eigentlich recht ordentlich

miro

[Raubschwein]

Sieht gut aus ! ! !

Wenn die nicht an maßloser Selbstüberschätzung leiden, und die Prognosen so eintreffen würden, könnte sich der jetzige Kurs in einem entsprechendem Marktumfeld stark vervielfachen.Bin leider selber etwas überstürzt (War von der Storry zu sehr angetan!) bei 41 € eingestiegen. Aber die werden wir "001 auf alle Fälle wieder sehen !!!

mfg Raubschwein