Scenario 1: TMTA secures the XBOX2. Microsoft is unhappy with NVidia and Intel. Microsoft is bleeding money on XBox - they need to squeeze the component suppliers. For XBox 2 microsoft wants a Pentium 4 equivalent at half the price Intel is selling. Via doesn't have a chip. AMD or TMTA are possible. But AMD will be better at delivering and has better performing chips. But 1-2 million XBoxes a quarter will hardly excite AMD share holders.
Scenario 2: TMTA gets a deal with one of the major North American Notebook suppliers. IBM, DELL or HPQ. IBM & Dell probably don't want to anger Chipzilla and jeopardise future deals as preferred customers. Compaq has been most willing to use "non-Intel" chips e.g. they have a number of laptops using AMD. I don't know about HPQ. TC1000 may the the last HPQ product to use Crusoe given it was developed under Compaq received alot of flak for using Crusoe.
Scenario 3: One of the market segments either Tablet or UPC takes off in a big way.
Of the 3 scenarios...all of which are remote and unlikely, Scenario 1 is the most likely to happen. Since the announcement of thesmart display design win which on its own is a "non-event" given the miniscule volume of smart displays to be shipped, it signals that Microsoft is willing to do business TMTA. But for a big deal like XBOX, INTEL might subsidise its chips just to kill off TMTA.
Wer jetzt nicht kauft ist selbst schuld.
CIAO
Scenario 2: TMTA gets a deal with one of the major North American Notebook suppliers. IBM, DELL or HPQ. IBM & Dell probably don't want to anger Chipzilla and jeopardise future deals as preferred customers. Compaq has been most willing to use "non-Intel" chips e.g. they have a number of laptops using AMD. I don't know about HPQ. TC1000 may the the last HPQ product to use Crusoe given it was developed under Compaq received alot of flak for using Crusoe.
Scenario 3: One of the market segments either Tablet or UPC takes off in a big way.
Of the 3 scenarios...all of which are remote and unlikely, Scenario 1 is the most likely to happen. Since the announcement of thesmart display design win which on its own is a "non-event" given the miniscule volume of smart displays to be shipped, it signals that Microsoft is willing to do business TMTA. But for a big deal like XBOX, INTEL might subsidise its chips just to kill off TMTA.
Wer jetzt nicht kauft ist selbst schuld.
CIAO
