shangshang
Senior member
- May 17, 2008
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Originally posted by: Kuzi
Originally posted by: shangshang
Believe it or not, but AMD/ATI is in deep trouble!!
Just when ATI thought they had a complete midrange winner with the 4850, Nvidia struck back virtually overnight with the 9800GTX+. Nobody saw the GTX+ coming! Basically, ATI spent a lot of R&D time and resources in the 4850, only to have Nvidia punch it in the mouth the GTX+ without spending a dime or research. Going 55nm doesnt cost Nvidia a dime.
I don't know how long AMD plans to play this game of trying to out competes Nvidia with lowering prices. Lowering prices has done nothing put pummel their stock. AMD didn't succeed against Intel by playing the lowering price game.
What will happen when the GT200 goes 55nm in 3 months? Hmm what's ATI's answer then?
But for now, I have to thank ATI for playing this lowering price game, because it'll enable me to get a pair of 9800GTX+ in SLI soon at a price that I would otherwise not be able to afford. 9800GTX+ SLI should last me another 2.5 years. Physx will be a big added value when newer games take advantage of it!
Actually I think it's the opposite, everyone was caught by surprise by the great price/performance ratio of the HD4850. And ATI seem in a better position now compared to say the last generation (6xx).
A bunch of people on anandtech forums already bought HD4850 cards for onlyhttp://forums.anandtech.com/me...=2199358&enterthread=y">$149.</a> The 9800GTX+ is not out till now, and won't be till another few weeks, with an expected price of $229. That is anywhere between $30-$80 more expensive compared to the HD4850.
I'm not saying the GTX+ won't compete well with the 4850, it probably will. But from the few reviews we have now on the net, if you are looking for absolute price/performance the HD4850 seems like the smarter choice.
About the GT200 55nm refresh, did you read somewhere it will release in 3 months? My guess if they do release a refresh this year (GT200 Ultra), it would be around Nov/Dec timeframe (NV usually releases a refresh 5-6 months after the initial release).
First of all, the $149 for the 4850 is a GREAT price for those FEW who were able to get at a FEW Best Buys. But in term of the global scale, you can't seriously think that a few 4850 @ $149 will take a bit out of the GTX+ market share. Until everyone can buy a 4850 at $149, then using $149 as a price threat to the GTX+ is silly. And who's to say that the GTX+ won't drop below $229?
And yes, there have been talk that NV is migrating everything to 55nm, because 1) NV investors want them to because it saves money, and 2) to keep ATI down. If they can produce the GTX+ on 55nm, then moving the GT200 to 55nm is just a matter of short time. But they NV sees no threat from ATI in the GT200 area, so they're taking their time to make sure nothing goes wrong with GT200 on 55nm. Why would Nv take chances when they don't have to yet?
I really wonder how long AMD can continue this desperate attempt to gain market shares by selling cheap? Certainly, AMD investors are anything but happy about it.
