Recent content by tannat

Actually, I see that that may be confusing. It's my bad english. And agreed, I'm so tired of this flamewar.

What is likely or not is irrelevant for what I claimed. The only thing I've claimed is that the profit numbers are not a proof for either or neither. I pointed this out since the numbers were used as evidence for one of the outcomes previously. Is it pointless to point out a false statement...

Actually, this is ridiculous, if you take one step back. Bill says that I have evidence that A is true therefore B is false. Bull. says, look here your evidence is wrong, we still don't know that A is true, that means that we don't know if B is true or false either. Bill: You're not allowed...

Well, let's take it from the beginning of the conversation. The original claim was that an 8% profit on the whole Geforce line (Including chipsets) proved that no fermi cards have been sold at loss. This is not a proof (It's not even an indication). It's still absolutely possible that cards...

You and trinityboy makes it sound as selling products at a loss for limited amount of time to gain/protect marketshare is that unheard of that the possibility should be ignored, or at least not spoken of. This scenario is not that unlikely, of course only short term. And under the...

I would think that a direct die shrink is least likely. TSMCs specific process probably affects the design too much. I would guess that it's better to design a similar mid end chip specifically for the GloFo process.

What evidence do point that much in the other direction? I see people claim this but don't see any evidence shown. We have no idea. I've seen some well thought arguments but none that we surely can say may impact - too many ifs. This conversation started with people using numbers from nvidia as...

These quotes are fragments taken out of context and disregarding the whole discussion inbetween, the one Arun tried to point you to. I was thinking from a overall profit perspective from the beginning, while Arun and Silent Guy pointed out that this statement looked like I claimed that products...

And Arun, I was obviously caught in a fire and have to bite the bullet :) I was very pointy with the starting assumption, mainly since I saw the discrepancy in logic previously.

Thanks, and this very much what I try to state; we don't know the profit ratios between cards and lines and we don't even now know however gross margins have been compromised (thanks for the very clear explanation previously btw). Decisions are long term and market segments are adjustable. I...

My point was really that there is no proof to either or neither, although i took a very pointy position. It's also true that I took the GTX460 as example in one post, but only as example and that is quite obvious. Are you seriously trying to tag me with something I did not express...

1) I've never claimed that Nvidia is selling products below costs. 2) I have however not seen any proof that they are selling all products above cost. You claim we have a lot of evidence for this. Please clarify, now I am confused.

Well, review samples are probably from the same early group and would you expect AMD and nvidia to stop review sites publishing findings? What I'm trying to say is that their is no good way to establish a mean when different subsets may have quite different characteristics. Sample size will not...

This is contradictory to what I said, only evading the fact that operating profit still is related to the products being sold long term.

Good points all - but: Deficiencies in delivery will always open up opportunities to new players. However, creative fell bad since they were made obsolete by parallel development of technology. Discrete graphic cards may be made obsolete at some point. Until then competition is of course...