Recent content by Richthofen

That is only one side of the story. When drawing conclusions about that you have to consider pricing and if you compare pricing between the 1060 and the RX480 and RX470 over the past 3 to 6 months it is obvious, that AMD hat to lower pricing quite significantly and way more than Nvidia while...

The whole TAM thing is a joke anyway. Polaris does not do anything to extend VR install base. It is not the product you will buy when going after VR. In that case you are very likely looking for a graphics card in the 400$ and even way higher price range.That is simply one of those Roy Taylor...

Which remains to be seen once AMD and Nvidia release their numbers. Some analysts indicated that AMD might also have lost business to Nvidia. We will see once the numbers are out but to say its only because of Intel is an too easy answer for now and i would like to add that my comment was not...

Of course it is tough to project or to give a guidance in the semiconductor business. However there is no other company in that business that fails so often in such a big way when looking at guidance and actual results. So from my point of view this is also related to AMDs management accross the...

These overall GPU share numbers get more and more uninteresting.

Even if Output for NV is higher a shortage could occur. Don't forget that Nvidia needs also more supply accross the board because customers prefer Nvidia over AMD products. Thats the bottom line. Matter of fact is that when the HD7970 launched people were interested to see the benchmarks but not...

Their guidance for Q2 is up. So capcity is going to rise and supply will get better. But of course it will be worse than at then EOL of 40nm, which is just natural.

Shares are up today. After hour trading - well usually is uninteresting. To many people react immediately in after hour trading without doing the analysis work :) I am very positive about their 2012 prospects. Especially Tegra3 because now they start to get into smartphones and it still is...

While this is a nice thing. However in the past this has never been really an amazing argument in the past for 400$ or higher products. Especially with a manufacturing node shrink. Amazing things with new generations have always been performance improvements and nice new features. I think it is...

Well i think OBR has been critisized a lot, which usually happens when your are running an agenda with your website. Same happens to S|A.

I didn't took him that long to catch up. He knows the roadmap for months. The thing is he doesn't know much about Kepler and has missed quite a few tapeouts. And now he is desperatly looking for page hits - journalism at its worst. I wouldn't even call it journalism.

not very reliable at least not when it comes to the expected launch time window...

To be honest the execution was not well. The GPU segment was in red numbers and the revenue itsself for AMD as a whole is still in the same area as in 2007. In other words - the company did not really grow while others and the market as a whole did.

Well its end of Q1 and the typical behaviour is "sell on good news" and "sell in may".

Some of them will leave because they will get tired with the product refresh cycle Nvidia will introduce. That together with the typical story about focusing on "Core" competencies will make some of them leaving the market. Of course there are some big competitors in that space and of course...