Shouldn't be a letdown under normal circumstances, but when the lack of reliable leaks and hype gets people seriously hoping that <400mm2 GPU drawing <200W can also offer 580 + 20% performance, that's unfortunately what's likely to transpire.
Sounds like CaymanXT performance sentiment relative to the 580 is shifting on an almost daily basis. ATI/AMD have done a remarkable job keeping everyone in the dark this close to launch, but after the inevitable buildup of expectations (even amongst the conservative crowd here at B3D), they may...
Well before the 40nm yield issues were fully exposed I was expecting RV740 to actually do quite well in the notebook market, though it struck me from the outset that AMD had made no significant OEM design win announcements whereas NVDA seems to have racked up a whole bunch. Whatever it is, ATI...
Seems they only needed to promote DX10.1 behind closed doors since according to NVDA management they've already secured a large number of OEM design wins for the notebook market. That should allow them to continue to merrily neglect the feature in the retail desktop space.
There were rumours that 40nm yields would be improving significantly by August(?), though not suggested in this update. Bergman indicates that AMD won't be dropping TSMC anytime soon.
I don't have membership access to the details, but analyst JoAnne Feeney at FTN Midwest Securities apparently claims that her own channel checks suggest that OEMs (namely Dell, HP and Apple?) will be giving Nvidia less business going forward.
Too early to sound the alarms, but there might be...