Thats a fair analysis, thanks...
Regarding Fermi now, from the start I have personally said that given presumed yields, diesize, scalability and production cost, fermi must deliver 40%+ higher than evergreen performance in games to have a good run. From the looks of it, it might just get that (and more). Thats good for all consumers, since both companies will have almost equal perf/$ ratios, and the resulting price competition will benefit all.
Lets hope that the greens match that goal, it would be a very interesting 6months ahead.
I'd also like to see nvidia try to address the actual moneymakers (ie the mainstream and lower performance market segments).
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