I highly doubt we will see very low availability of GF100 cards when they do hit the market like we did with with ATi's 5xxx cards during the past 6 months since It's quite clear the setback was caused by poor yields in TSMC's .40nm production. ATi rushed out their cards on this same process which caused them to have very high production costs and near non-existent availability during 2009 with the hopes that they'd grab a sizable chunk of market share away from nVidia. So far, this tactic has not proven itself to be a failure when you look at quarterly sales figures and dividend returns. To my surprise, a large majority of customers who I build high end systems for have yet to show any inclination in going in the direction of transitioning to HD 5xxx graphics solutions even after I inform them that ATi cards are clearly the best performing cards currently on the market. Many of them simply don't want to go with ATi because the lack of Cuda and PhysX processing, a history of shoddy drivers, and because they think ATi's current market lead will be just like previous leads in that it's typically followed by a couple years of being second rate once nVidia gets it's new architecture on the market.
A lot of consumers see ATi's performance lead not as some huge feat of technological innovation, but rather as the result of nVidia holding off release of a clearly better card because manufacturing costs would have been extremely high (as ATi has found out) due to TSMC's very low .40nm yields last year.
If ATi's strategy was as good as the fanboys here claim it to be, why has it clearly failed in terms of profits and market share gains? The goal here for ATi was to release a faster card and claim the performance crown while propagating the idea that nVidia's upcoming card had major flaws and will be another NV30.... all while hoping consumers will turn away from NV. And even though their insanely vocal fan base followed this strategy perfectly... the message has not has achieved any of it's goals as the numbers below clearly show.
I personally believe many consumers are completely turned off on buying ATi products when they go to websites like XS to research a pending graphics card purchase because of flood of negative crap consistently flooding any thread where readers simply want to get accurate, fair, and current information.

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