Transmeta: So Now We Know

The old paradigm was waste watts and
transistors. The New paradigm will be waste bandwidth and save
watts.George GilderYesterday, after four and a half years as the most secretive
company in technology - a company better known for one of its
engineers than for any of its products -
Transmeta finally
held a formal introduction of its products and itself at Villa
Montalvo in Saratoga, California.And the story was mostly about chips. Not about Linux, or
Linus.Well, we knew that. What we didn't know was how
little it was about Linux. At least on the
surface. (At a deeper level it was very much about Linux, as we
shall soon see.) The whole rollout took better than two hours, and
Linus only appeared once, to demonstrate how perfectly Linux could
run a Quake game on a Transmeta box. (He said "If I lose, don't
blame the operating system," then got creamed in a matter of
seconds by an opponent on Windows who was coincidentally a Quake
developer.)The presentation was led by David Ditzel, Transmeta's founder
and CEO. Also presenting were Jim Chapman, VP of Sales and
Marketing; Doug Laird, VP of Product Development; and Mark Allen,
President and COO. All four are Chip Guys. Ditzel especially has a
long and distinguished career in microprocessor design. He
co-authored the RISC concept with David Patterson at UC-Berkeley in
1980, and led Sun Microsystems' SPARC development work. Laird also
came to Transmeta from the Sun SPARC management team. Chapman was
VP of sales for Cyrix. And Allen's chip background was at nVidia
and Cypress Semiconductor.But Transmeta is equally a software company, and that's where
Linux fits in--literally. Only Linux has two attributes that make
it the ideal OS for a new class of "mobile Internet appliances"
that feature the screen of a laptop (or smaller), the mass of a
notepad (or less) and the battery life of a Walkman (or better).
Those attributes are: 1) it can fit into Flash ROM; and 2) the
market demands it.Of course, the market also demands Windows. So Transmeta
introduced two new microprocessors: one to run
Linux and one to run Windows, the TM 3120 and TM 5400,
respectively. The Linux version is the smaller and less
power-hungry of the two, and is meant to serve as the brains for a
new class of consumer electronic goods that browses the Web. The
Windows version is meant to compete against Intel and its clones in
the lightweight mobile notebook computer market. In other words,
Linux hosts the sexier category.Both versions have little appetite for battery power. Thanks
to VLIW (Very Long Instruction Word) processing, "Code Morphing"
software translation and LongRun™ power management, Transmeta
chips might run all day at up to 700 MHz without breaking a
sweat--and hibernate for weeks as well. While the hottest Intel
microprocessors might soak up a hundred watts, a Crusoe processor
might use a single watt at the same clock speed, and then a few
thousandths of a watt (20 mw, they say) in sleep mode.Doug Laird impressed the audience with videos that
demonstrated how Crusoe "learns" what an application is doing,
working constantly to reduce battery consumption while giving the
application all the processing power it needs. He also showed
photographs that made an Intel chip look like you could fry an egg
on it, while the competing Transmeta chip looked cool as an ice
cube. To be fair, the actual temperatures involved were 221.9°
and 118.8°, both Fahrenheit. But between the two was a far more
significant difference: the Transmeta chip didn't need a fan or a
big heat sink.The biggest advantage for Transmeta is in the smaller,
lighter, "Mobile Linux" systems. A conventional notebook computer
spreads power demands across the display, the disk drives and other
components. In a Web "pad" or "slate" there are no drives, no fans
and in most cases a smaller, less-demanding screen as well. This
means that most of the power is budgeted to the CPU. Here,
Transmeta has no competition. Intel's Celeron eats batteries too
fast, and the company's StrongARM isn't x86 compatible. Nor are
PowerPC and other processors that aspire to low power consumption
offering much competition. So, when Ditzel said "if it has a
battery and a browser, it's going to be built with Crusoe," it
seemed a very credible claim. (For a deeper look at these issues,
check out analyst Linley Gwennap's report
"Transmeta:
A Revolution in Action.")The Q&A that followed was almost surreal. The four Chip
Guys sat on high stools, taking turns answering questions and
holding the two chips up for the cameras, which were wielded by a
dozen paparazzi who treated the tiny goods as if they were corpses
of Princess Di. My question, which I was amazed nobody had asked
earlier, was "Why the secrecy?" Especially when, I noted, there was
no demand for it.
Ditzel's answer was deft. Over the years, he said, he learned
there is "a difference between hype and buzz," and that Transmeta's
strategy was successful at generating the latter while isolating
the company from the former.Naturally, all the Linux folks wondered exactly what "Mobile
Linux" is. Ditzel understated the matter in his opening statements,
noting with sweet irony, that "we have a certain amount of
expertise with the Linux OS." In the engineering press conference
that followed the official introduction, Linus let on that Mobile
Linux is "a small distribution" both for Transmeta and OEMs. He
also seemed to agree that his professional preoccupations with
mobile computing have a natural influence on Linux evolution. He
had more to say about that in a private interview later in the day.
That will be the subject of my next report.

email: doc@ssc.com