I believe that ATI will not pull significant numbers. Nvidia purposely
pumped out 40k chips EARLY for manufacturers to release. Thus
capturing most of the market/enthusiast news. 8800GT is slated at
$200MSRP!!
Again supply and demand comes into play for retailers, causing $269+
sales. With limited supply and everybody talking about the 8800GT...
it is surely another win.
Nvidia can still crush ATI after the demand is over when they sell the
8800GT for under $200MSRP
Fusion is a joke, I agree. Its a consumer thing really How is it going
to replace video cards and etc. High def is the new stuff now... soon
everybody needs a video card. Semiconductors are always aiming to be
faster and more efficient. We need more infrastructure for the
internet to handle High def. Which means more high speed fiber for
servers. Which means more powerful CPUs and certainly fusion can't
come into play here.
I don't know how the OEMs are gonna handle this as fusion has to be
more completive against various other parts. Plus PCs are getting more
affordable and is a life product. There is really no need for Fusion
unless it can over take the discrete market. Its only aiming for the
lower end market, which I don't see why integrated graphics won't work
here.
I hope you guys understand my fusion part. I speculate that there is
going to be a huge demand for servers and IT will boom again. Pretty
much the consumer side has computers... we have to balance out the IT
side.
AMD can do something with fusion for the mobile market. Something that
intel sold their division a while back. Hopefully AMD can do something
with the opterons and mobile chips?
I would buy AMD for the thrill ride.
romas
...@gmail.com wrote:
> Ever since Intel has gotten off that crap known as Netburst as
> oldschool Pentium 4 technology, things have been going well for them,
> and you can throw your "performance per mhz" talk out the window.
> Intel is absolutely dominating the show right now.
> AMD's only real chance to increase revenue right now is to pray that
> their ATI division pulls in some good numbers on the new 3870 and 3850
> Radeon HD. The 3870 is not much worse than the 8800 GT (Nvidia) and
> costs only $219 (Newegg.. others are higher) while it's rival costs
> anywhere from $269 to $300+. I do expect the two new Radeons to
> achieve some impressive sales, assuming supply keeps up.
> Fusion is such a joke it isn't even funny. Sure in the longterm (REAL
> LONG), it may be the way for Intel and AMD to replace video card
> providers, but that doesn't exactly help AMD all that much.
> Furthermore, I don't see integrated-on-cpu-die graphics being that
> impressive when they first get released. I'd go as far as to say most
> consumers would still be buying motherboards with integrated graphics,
> especially if prices are lower.
> AMD can make a comeback, but unless they do it soon, with some
> impressive price:performance processors, their stock will keep
> dropping. I see no reason as of yet why it shouldn't continue to drop
> well into the Q4 report and beyond. Things may start to turn around if
> the prospects for change become more apparent in 2008, but until then,
> anyone who buys is just a longterm trader or a daytrader.. or a blind
> optimist.
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