As far as I understand the rant is not about the yields or quantities, it's about Nvidia deciding who sells what and in where, which means that some partners will be advantaged over others. They did this "partly" to avoid everybody selling to the most lucrative or easiest markets and promote availibility (unlike the usual deal were the only place with cards is USA and almost nothing for Europe). Of course this also helps prevent price gouging etc...
Guess the tactic is a bit useless now the 4870 is proving to be a success...
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