trying to cloud the issue is your job
Apoppin - please don't personally accuse me of anything like this again.
First, it is terribly impolite to make baseless attacks on a person you don't know. Second, attempting to discuss something in a rational and polite manner is hardly 'clouding the issue'. Third, take issue with a person's opinion, and not the person. If you tell me my *opinion* is clouding the real issue, I don't have a problem. If you accuse me of deliberately clouding the issue (especially for money), I've got a real problem with that.
Moreover, please don't categorize me--or anyone else--as an 'ATI fan' or as a 'nVidia fan'. That is a deplorable rhetorical tactic, designed solely to allow the listener to ignore the speaker's words out of hand.
-----------------------------------------------------------------------------
SexyK - I'd appreciate it if you would please actually explain why you think it's "bad business" for AMD to delay R600. That is, instead of saying, "I'm sorry but anyone buying that line of BS gets a major," and, "You can spin it all you want by saying high-end doesn't matter, but this whole thing is just bad business from AMD," please explain why the high-end matters so much.
I've explained at length why I don't think this is such a bad decision even if R600 is ready to go, will you please have the courtesy to do the same?
-----------------------------------------------------------------------------
I personally have never, ever 'ripped' nVidia for delaying the 8600. What I said was that I was more disappointed by that delay than the R600, for pretty clear reasons: most consumers like me can really only buy in the midrange segment anymore and the 8600 was my best hope to run Oblivion well sometime in the not too distant future. I was so wanting to get an 8600gts from eVGA is the Oblivion benchmarks were right.
Certainly I'm disappointed that it isn't released yet, but I'm not 'ripping' nVidia. Quite the contrary, in fact. In some ways I think it's a smart decision by nVidia in the wake of the R600 delay. nVidia wants to know what they have to compete against, and they don't want to get too far down the DX10 road before they have some idea. That is usually a good business decision (it may not be right now, for various reasons).
Furthermore, to the best of my knowledge I have never, ever said that AMD isn't 'late'. They sure as hell *are* late. I've merely suggested, much to the anger and vitriol of some that: 1) it may (may, may, may, may, how many times can I say 'may') not be because there are problems with the R600, and, 2) it may (may, may, may, may, how many times can I say 'may') not be such a bad business decision for AMD. I've certainly never stated that my assessment of market conditions *must* be the reason for the delay.
To paraphrase my opinion: there are no DX10 games. AMD still competes well in the most profitable areas of the DX9 gaming market. Hence there is no need to rush a product to launch that may only give a competitor a strategic advantage when DX10 games actually arrive. It is also important to have competitive cards in all price segments when DX10 arrives. Whether or not the R600 has been delayed of production problems or not, I don't think it hurts ATI that much right now.
Yet I actually agree with a lot of people here on an important point: ATI (now AMD) has been operating their business poorly for quite some time. The question really is: is this latest R600 delay evidence of more incompetence or actual improvement. I don't really
know but I think there is a
case to be made for the latter, given the very specific market implications of DX10 adoption.
nVidia has been playing ATI for some time. They introduce a good high-end product (say the 7800 series). ATI feels obliged to counter (x1800 then x1900). nVidia then refreshes it's top line to become competitive (7900) and introduces a killer midrange part (7600) while ATI still struggles to get their high-end parts out the door.
I am not suggesting that the high-end isn't valuable. What I'm suggesting is that ATI has done a really poor job of estimating its value relative to the mainstream business. I think they've allowed nVidia to push them into concentrating too much on the high-end, and not enough on the midrange. ATI's true midrange offerings have not been good over the last few years. They've had some success scaling back high-end solutions but they haven't produced anything of the profitability of the 6600/7600 series.
Some suggest that getting R600 out on time is really important (and that's true) but it doesn't address this problem in my mind. The question is: what will ATI do when nVidia immediately counters with a refresh that barely takes back the performance crown? Will AMD get itself worked up and immediately rush the R600 refresh out (as seems likely for all those expecting R600 to be an x1800/x1900 repeat), or will it continue to focus on the launch of its midrange products?
They
need to do the latter and not the former. Heretofore they haven't been, and I think that, more than anything else, is what has hurt their business. They've been killed by the 6600/7600, not by the 6800/7800/7900/8800.
It isn't that the high-end doesn't matter, it's judging how much it matters that has been ATI's problem.
I think that ATI's mistake of the x1800/x1900 fiasco wasn't that the x1800 was late, or that the x1900 had to come out to do battle with the 7800gtx/7900gtx (it didn't).
ATI's mistake was not getting the x1650xt out the door quick enough. ATI should have concentrated most on getting a real competitor for the 7600 to market. The 7600 was a
fantastic part and I would have one right now if it weren't for the fact that Oblivion favored ATI cards (hence my x850xt) at the time of my purchase.
The lack of a true midrange product has severely hurt ATI's profitability. As long as ATI didn't have a real midrange competitor, they had to go with a must costlier stop-gap: scaling back high-end silicon to compete in the midrange. I won out as a consumer, getting x850xt performance on the cheap, but ATI lost out on profit in a big way. That's not good business.
To sum up, ATI got their butts handed to them two generations in a row in the midrange segment, first the 6600 then the 7600. I don't think they want that to happen again. They need to have something that competes well with the 8600 series (and its refreshes) when DX10 games start hitting the streets. Certainly they also need something to compete with the 8800 series, etc., at that time as well. But they need the former more than they need the latter. If delaying the R600 helps them compete better in the midrange segment because it keeps their performance numbers under wraps and delays the 8600 and the inevitable 8600 refreshes from hitting the streets, then it's a smart business decision, even if ATI has working silicon right now.
All of this is my opinion concerning the market conditions under which ATI and nVidia are operating. Treat it as such:
with skepticism for the opinion but with respect for the person.