Re: I made some of the same observations and was labeled <
Proforma said:
I am not an Nvidia <bleep> like a few people think I am, but dude last time its Nvidia's problem and this time its ATI's IMO.
And that because you, and many others, are only looking at things from the perspective of the enthusiast - ATI isn't playing the enthusiast game at the moment, NVIDIA are because they have to.
ATI and NVIDIA have purposely taken to focusing on different elements of the market in the immediate term: ATI the OEM's and NVIDIA the enthusiast.
ATI are coming off a period where their "brand" stock is very high and their architecture wasn't in as urgent a need to be replaced, so they put their engineering efforts into transitioning their entire line of chips across to PCI Express. Making 4 new chips, to be released within a 1 or 2 month period is no mean feat, but in order to do that they have traded off the architectural cycle.
Meanwhile, NVIDIA took the alternative route - the FX line saw their brand become much lower in stock and they lost the enthusiasts, which (according to their business model) will ultimately drive through to the lower end (which it has in recent months). NVIDIA's priority was to transistion to a new architecture in order to improve their architecture and right some of the issues they had previously.
The problem is that you can't do both - introduce an entire architecture and transition your line to PCI Express; NVIDIA thought they could with the PCX range, but with ATI offering native parts, which have performance and cost advantages ATI picked up all the Tier-1 OEM business for the initial transition - this is what ATI is aiming at and its no coincidence their guidance for the coming quarter is at record levels for either ATI or NVIDIA.
Of course, both routes have their pit falls - ATI doesn't look too great with the enthusiasts and they have longer term issues when NVIDIA does bring native PCIe NV4x to the market; they may not gain some more available slots or even loose some with the OEM's - the key for them is to time things correct and ensure the Shader 3.0 part comes in good time. Alternatively, NVIDIA are have a die size disadvantage, which puts the costs up - it will be key to see if the NV40 die size is matched by both next cycle, or if NVIDIA falls back a little to previous high end die sizes.