I do hope people understand that Intel have just pulled a Radeon.
They are effectively offering their flagship for $300, unless NVL bLLC is competitive with Z6X3D in gaming, then the reference point for consumers will be ARL+.
NVL will be worse perf/$ without question, though people will now expect a NVL refresh a year later with similar perf/$ for a more expensive part, and this is just talking 1 tile, 2 tile is oof.
This is the exact trap ATi/AMD fell for with the 4870, except they actually had the best uArch but didn't go big enough.
They finally went big enough with 290X which came with the associated ASP hike but by that time Radeon was already viewed as the value brand and thus consumers were not willing to spend that kinda money on a Radeon.
Here Intel is making a psuedo 4870 right before trying to build a 5870x2 and expecting people to pay accordingly, but now the value perspective of Intel has change sharply, they are ceding the high end ASPs to AMD for the first time ever in client CPU even if only for a year.
This is different to when AMD scaled core counts heavily with Ryzen early on, back then MT perf was a genuine limitation for many customers, especially at the lower end where 2 cores was still common.
Now core counts are very healthy for current workloads, scaling them 2x again means very little to most consumers.
Memory bandwidth is the biggest issue now.
People expecting AMD to react pricing wise with any of their parts is foolish unless sales absolutely tank, they have the halo part and thus objectively inferior parts lower down the stack will continue to beat Intel in sales.
I know this because NV has done this for over a decade because they have the fastest part up top.
You play to win or you pick up value scraps and have that be your reputation.
Intel is the Bulldozer now, only took 15 years for the tables to completely flip.
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