3870 performed as per their expectations, I might even add it enabled them to win some market share back from Nvidia.
That's not what JPR is saying about the quarters after the G92 and RV670 launches. Quite the opposite.
In fact, Nvidia has had several billion dollar quarters in this time frame, while AMD stagnated somewhat (which i could only attempt to explain by the fact that they sell more low-end/low-margin products like IGP's, HD24xx/HD34xx, etc-, while NV prefers to concentrate on higher margins, even if it means less market share than they could have had otherwise).
See, that's what i meant by disliking dual-GPU cards vs single-GPU models.
If you rely on a single mainstream chip, and that chip turns out to be the underdog, then the IHV will be in trouble because a dual-GPU card is a clear desperate measure in the eyes of consumers, reviewers and even developers.
Nvidia did it twice (7950 GX2 against X1950 XTX; 9800 GX2 against the previously released HD3870 X2), AMD will also do it a second time with the HD4870 X2.
This and the fact that Nvidia was able to counter the RV670 with the G92
and the G94 cores put significant pressure on AMD prices.
Now imagine if AMD didn't drop the ball and had released a true high end chip last Fall with, say, 480 stream processors and a 512bit GDDR4 bus on 55nm. Wouldn't that be preferable to a HD3870 X2 and significantly lift the bar for the competition ?
It would also command higher selling prices (not to mention the halo effect on the rest of the line), and that's what a cash-strapped company should do, seek more dollars.
One could flip that argument and say that all NVIDIA "TWIMTBP" titles have built in NVIDIA optimisations. Thus creating inherit performance disadvantages for ATI cards.
They did it because AMD's similar GITG program didn't do so well.
That's what a company without money to seed developers gets into.
AMD
really needs to be back in the high-end market.