didn't mean that way Uttar, they are still geting thier 20% for their bottem line with these cards for sure
20%? Not sure if you're talking of margins there, but their margins on G80 most likely are 50%+, imo.
but I do think if they don't go to 80 or possible 65 nm
G81 and G84 are 80nm. You'd expect G80 to have been NVIDIA's last 90nm part.
they won't be getting record revenues like we saw the past two quarters
Uhm, what? Revenues and margins are two separate things. Unless their parts are less competitive because of this and they have to lower the price point accordingly, I don't see your point. If you sell a chip at $50 and make $2 of profit, your revenue would be the same as if you sold the chip at $50 with a profit of $45.
growth wise in thier targeted market sector for these cards (high end) there really isn't much more to gain
It's all about the mindshare in the ultra-high-end segment, and to a lesser extend margins. This was more the case back in the days when margins were 20-25% in the mid-end, so 60% margins on the high-end was a great thing, financially speaking; nowadays, when it's more like 40% and 55% respectively, it matters a fair bit less. So the ultra-high-end is all about mindshare.
It's easy to see that AMD would be ready to lose money for every R600 sold, if that allowed them to have a ridiculously beefy chip at the same pricepoint as G80. Given how important it is for them to make people realize they truly care about the high-end, and not just about shitty IGP equivalents, I'd in fact be very surprised if AMD cared if their R600 margins were higher than, say, 0%
(although obviously, they might still prefer 15-20% margins or something... but given the low volume, my point is they'd probably prefer mindshare and marketshare to margins there - but the same is true for NVIDIA, of course, up to a certain extend)
There is more room to grow in the lower and mid range segment though, but this will be highly dependent on what ATi's timing will be in these segements.
Obviously. There, unlike in the high-end market, they'll be forced to have good margins, which forces them to have comparable perf/mm2 and, ideally, perf/watt for the laptop market. If they manage that, they might just manage a homerun. Otherwise, it'll be more like a rerun of last year.
Uttar