The thread should be titled something like "What if Fermi flops as a gaming card" because all indications are that it will do well in the 3d/rendering market. Considering that at this point Fermi is just a high end card, even if Fermi flops it probably won't even affect Nvidia's bottom line too badly, provided they cover in the $100-250 price range. A few people will buy GTX 470's and 480's for the novelty and pay a premium, even if performance isn't that hot.
What Nvidia will have to do is make sure that both the Fermi refresh and the cut down versions of Fermi are well designed and well situated from a price/performance standpoint. Nvidia's top end cards have almost always cost more than ATI's top (the 5870 debuted at $399; Nvidia's GTX 7800 512MB paper launched at $599 and quickly shot up to $699+ at retail, for example). Nvidia has basically squandered its chance to skim the market in a large way unless Fermi outperforms the 5870 so hugely that it's near 5970 performance). But both ATI and Nvidia make missteps (ATI with the 2900XT, Nvidia with the FX 5800). What's important is that they don't screw up two times in a row.
Nvidia may be forced to become leaner and meaner and come up with a more ATI-like design philosophy for Fermi's sequel.
Actually this thread should be titled "What if Fermi flops in the HPC market?" because that's the place where it actually matters.
As a gaming card it's largely irrelevant from a long term perspective and from a short term one too. And if you believe NV, Fermi's delays haven't harmed the schedule of other products.
 
				
		 
			 
 
		 
 
		 
 
		 
 
		 
 
		 
 
		 
 
		 
 
		 
 
		 
 
		 
 
		 
 
		 
 
		
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