Well in the bizarro universe that the rest of us live in AMD is usually quiet and Nvidia is usually giddy
I'm pretty sure GT200 will have good margins for both Nvidia and AIB's if speculated performance comes to pass. Assuming decent yields margins should be better than the GX2 at least.
i live partly in your universe too ..
i did qualify my statements with "uncharacteristically" .. Nvidia is
usually very tight-lipped about their future releases - including G80. Unlike GT200, now! ATi was known - in the distant past, 2 years ago - as loose with their NDA, or did you not read
theInq?; i admit to it, as a curiosity. Do you still disagree with my view?
Yet again, you can't calculate margins based on an guesstimated retail price less the price of the chip.
i didn't; i gave you a link to a very raw estimate that does not include R&D [to name one important variable]. Of course, i am sure that $110 is a little high - but not for such a complex GPU. Does anyone remember the raw estimate for the G80; there isn't much difference, is there; adjusting for inflation and transportations costs?
Now, if GT 200 turns out to be long life for Tesla architecture - 2 years or better - then the margins will be very good. If it turns out to be a short-lived turkey and we see GT300 in 6 months, then it is probably a very bad margin. These are extreme scenarios.
Simple prediction based on what we appear to know, looks like a decent margin for GT200. Of course, this also depeds on their competition and if Nvidia has to drop prices on their flagship product. Does anyone remember a Flagship, Like Gx2 this year, dropping $100 off their MSRP of $600 within the first month of launch? i would say nvidia is looking to EOL it ASAP! UNlikely to happen with GT200 imo.