You do this all the time
Focus on narrower than discussion relevant market, and then draw conclusion from that.
Why did you exclude notebook discrete and pro graphics $ share, from this AMD GPU stock analysis like they have nothing to do with HD7000?
Last time I checked HD7770 / 7850 are desktop parts and this thread is related to their price drops. This sub-forum is primarily interested in desktop discrete GPUs. I am not aware of official public price announcements that were made for HD7000 mobile products this week (or this entire year). Based on all of these points, the discussion primarily revolves around desktop 7000 parts. Therefore, the statement that HD7000 series is failing due to constant price cuts (i.e., when did AMD announce constant price cuts for mobile parts since January?) was made specifically in regard to desktop discrete GPU products. You can pretend the context is different but everyone in this thread knows what the real discussion is about - price cuts on desktop HD7000 series cards and AMD being desperate and failing as a result of these price cuts.
Here is a summary:
1) When AMD releases more expensive cards, but they perform faster (HD7950/7970 vs. 580), people cry AMD is ripping them off because they expected AMD to be their price/performance savior (fair enough);
2) When AMD drops prices to offer better price/performance, people cry that AMD is failing/desperate (You can't claim point #1 and point #2 simultaneously unless you are biased);
3) When AMD improves drivers, people cry that it took them months to improve drivers, while when Fermi launched, it was expected that NV will improve drivers by up to 10% since Fermi was a brand new architecture like GCN was (which means we should have expected driver issues and subsequent fixes and performance improvements). Talk about a double standard.
4) When AMD priced the HD7000 series high, even I complained, and I recognized that GTX670/680 offered superior price performance for 1 full quarter. Since then NV has done little to improve its driver performance in the games where their cards were losing to HD7000 series, while AMD closed most of the major gaps in performance against GTX600 series (Batman AC, SKYRIM, Dirt 3, BF3, Crysis 2). Subsequent price drops put AMD back into the driver's seat. People are still stuck discussing what happened in March-May 2012 while since at least June to October 2012 AMD has offered superior single-GPU performance and superior price/performance in every category on the desktop below $550ish. In fact, it wasn't until August 16th that NV even shipped its first sub-$400 GTX600 card.
5) When previous NV cards were monster overclockers, GTX460/470, many of us respected these qualities despite their higher power consumption in overclocked states. Now, when AMD's cards offer free overvoltage and overclock better than NV cards and outperform overclocked NV cards, people are throwing hissy fits over 30-40W of power consumption differences and defending NV locking down voltage control.
Color me amused.
What I also find amusing is certain same people also made the claim that NV's GK104 is just a mid-range product but then self-pawned themselves because they later went out and dropped $400-500 on what is really a $250 GPU then that was maybe a real GTX660Ti/670Ti. If you claim that AMD is ripping us off this generation, then you have to claim that NV is doing the same. At least Balla The Feared was consistent in this message. Perhaps you skip this generation entirely then if you truly believe GTX680 was a real GTX660Ti.
Terming it desperate, would be putting AMD current situation mildly.
This is this why it's so difficult to have a discussion in this forum related to strategy, finance or operations. Even the basic concepts such as First Mover Advantage strategy sound foreign to 99% of people here.
If you launch first with newer technology, you can dictate higher prices and lower prices overall later on as competition increases. AMD did exactly this with HD7000 series. I am sorry people still don't get this approach.
HD7850 2GB launched at $249 and has now dropped in price to $189 after about 10 months on the market. Why was AMD able to launch HD7850 for $249? Because NV offered no competition at this price level for 8 months. As I said before ATI and NV have used this strategy in the past many times. Maybe you forgot though since you've been used to seeing NV keep prices mostly flat for 12 months of the year and think it's now the norm in the graphics card business. The norm for technology is the opposite -- technology gets cheaper and / or faster over time. AMD could have launched HD4850 for $189 but then they would have lost all the profits selling the card for $250 for 8 months with little to no competition from NV. GTX570 was going for $270-280 when 7850 launched for $250. That's a joke.
Even GTX670 has fallen in price by
$50-80 with rebates and coupons. I guess NV "must be desperately failing" since it sells GTX670 for way less than HD7970 is going for on Newegg. No, NV is not desperate, but that's how the world of graphics has generally worked for the last 10-15 years: GPUs drop in price over time in a market with strong competition.
Here is a quick fact:
GTX280 launched on June 16, 2008 for
$649
By early Spring 2009, GTX285 has fallen to
$360.
ATI HD4890 launched on April 1, 2009 for
$250 ($259 MSRP I believe) with similar performance to the $650 GTX280 less than 11 months later.
I guess NV was "desperately failing" that they released GTX285 and dropped the price from $650 to $360 in less than 11 months and then HD4890 owned GTX280 again at $250. That's $400 loss of value for GTX280 in 11 months.
Amusing how people forgot that GPUs get cheaper over time and that's not a sign of any desperation but a healthy state of technology industry in a competitive marketplace. Oh noes, company A is desperate to drop prices to make it cheaper for me to buy their products....what a shame!
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