The NEXT LAST R600 Rumours & Speculation Thread

Predication is great.
When there are two possible paths, execute both and then conveniently forget about the one that turns out to evaluate as false.

It's after-the-fact journalism, or being a historian without the history.

Fuad's got a tough job. He has to play the role of two completely opposed historians ahead of time.

 

Right or wrong, he obviously has a lot of readers, and probably makes enough cash. It's what it's about after all, isn't it?

 

I really, really, really hope R600 is tangibly faster than G80. I don't want some Nvidian WaltC rising out of the mist and bashing us over the head about this for the next 4 years

 

i hope its tangibly faster so i can have a better video card....

 

I predict a desaster for ATI this year based on my predictions of nV strategy. I'm pretty confident that they could release the G81 or whatever it turns out being within 2-3 months from today and maybe they already even have the successor as good as ready.

I still predict R600 being 15-20% faster overall and nV releasing their refresh/successor shortly after if not simultaneously.

But what will kill it (or has already) is that people turned away from them and towards nV and that's not likely to change overnight. The only possibility would be to offer it at the same price as the 15-20% slower competition or such actions which are bad for margins and the company in the long run.. Conclusion: either no more high-end stuff but moving towards integration completely or the downward spiral.


The ONLY thing that could save them would be a totally superior product which will stomp the competition with at least +60-70% while NOT costing much more then the card compared. Still, I think the people here still waiting for some AMD miracle should finally wake up. My honest opinion.

I hope you guys don't get this as some sort of negative criticism, this is just what I see when I look at it purely from the business point of view. If they make it, all power to them But I'll still buy the most compelling product for me, which is whatever has a healthy balance between price/performance, size and power requirements.

 

Or, to put it short: either R600 will truly rock, or we're all but done with the high-end GFX part of AMD.

 

Why? You're obviously not happy with your 8800 so I doubt a faster card would make you any happier.

 

That's hog wash.

EVEN if R600 was slower than g80, I doubt that would be the end of it. What % of sales to the high end bring in? More importantly, what is their profit margin? The true purpose of "high end" is to demo your technolgy, show the strengh of your products. Regardless of R600 being late, I doubt that is of the worries AMD faces as a whole. Point being that AMD is still not late to the party in the low end or mid range products. Taking a look at AMD's Q4 results, they went up almost through out the board. So obviously they must be doing something right. I have come to the conclusion that their new AGP high end parts must be selling like hot cakes that along with their x1950pro, x1950gt, and x1950xt. Anyway's Q1 results for this fiscal year should prove intresting in just how much R600 could be hurting AMD. Notice the under statement?

 

hmm interesting AMD didn't reach thier expected gross revenue Q1 , sure you want to make that statement sound so good for AMD?

 

If we learned anything from NV30 is that a company can err badly and still pull through and blossom - and ATI, being a part of AMD now, is in far better position than Nvidia was. I am not saying that R600 = NV30 II: The Shadering, just that if latter didn't kill Nvidia I can't see how whatever happend to former will signify the end of ATI highend.

 

I think your confusing with their CPU's and their drastic price cuts. Not their GPU's.

 

its all one and the same now, thier estimates are based on every line they have not just one or the other products

 

Yes, but if you break it down and compare their market share across the board and their gross/net profits, I'm thinking their "multi media" department is not exactly feeling "doomed".

 

It seems that people are confusing AMD's "doom" with R600. Much of AMD's sucess and future will be based on how well K10 peforms. R600 is just the cherry on the cake.

 

There is no such thing as cherry on the cake in this situation.

Well first thing would be a major restucturing of thier graphics division, next thing would be doomed, and this will have alot to do with how the entire line up of the r6x0 line does at the market place.

Breakdown wise I think they lost some market share in the CPU division and lower margins and of course the GPU division isn't going to make up that loss even if it increased marketshare and increased margins, which neither of those did happen in the GPU division.

 

Well if AMD keeps raping Intel in market share like they have been quarter after quarter and not stopping, I dont think they're too worried about it. And that's not even with Barcelona.

Too be honest I see more signs Nvidia is leaving the high end, it can be argued they already have, they are sort of a consistent performance 2nd place now.

The real positive for AMD is being able to bundle CPU/GPU to OEM's, which we haven't even seen the fruits of this merger yet, which could be REALLY dangerous for the other players out there. Intel may have to buy Nvidia soon. Of course, Intel has it's own gfx plans, which could leave Nvidia in a real cold place, which is probably why Nvidia is rushing to develop CPU's I just wonder, too little too late..

Faud..faud predicts everything related to a GPU sooner or later.. Remember his ridiculous R520 predictions...which pretty much ran every gamut of possible configurations at one time or another...

We really need a better industry yellow journalist, you know? I mean, as bad as Faud's info is, NOBODY must talk to him from the inside. As long as he's in the business, how can he have no contacts? Plus, he writes in the most tortured, hilariously bad prose ever..even if he had some actual info once in a blue moon, I dont think he has enough literary ability to convey it.

It'd be really nice to have a SOLID, reputable source for such things..

 

NVIDIA is a GPU company. AMD isn't. AMD can pull out of the high-end market and survive as a company.

 

Why not check any of the financial sites about the possible market share loss, alot of em have been talking about that for this past week

 

The recent warning was re channel shortages for ... CPUs. There wasnt even one question related to GPU side of things, understandably.

 

Err, Nvidia could too...

Nvidia have much more business in the low end, and in fact really seem to be moving more that direction and into handhelds.

As well as developing a CPU/GPU hybrid..chipsets etc.