I think that the perf/$ wise, from AMD's pov, gf100 is god sent. When Cypress launched, it had rather high prices. In absence of immediate competition, that was to be expected. Overall, AMD was enjoying pretty good margins then. The supply shortfall served to increase prices and AMD's margins only improved. Today, after the arrival of competition, they are still quite competitive in perf/$ wrt gf100. All in all, AMD's accountants will be very happy at the perf/$ delivered by gf100.
In that respect, it would have been quite ironic if fermi launched in Nov and AMD increased prices then. Short of a B spin I don't expect the situation to change substantially in time for Hecaton/NI.
GF104, however, could lead to some price cuts in that segment of the market.
Here's hoping that extra cash at AMD's doorstep leads to better drivers for Linux.
In that respect, it would have been quite ironic if fermi launched in Nov and AMD increased prices then. Short of a B spin I don't expect the situation to change substantially in time for Hecaton/NI.
GF104, however, could lead to some price cuts in that segment of the market.
Here's hoping that extra cash at AMD's doorstep leads to better drivers for Linux.