AMD Cayman info (or rumor)

[tajoh111]

Didn't hurt them all that much when GTX 280 came out and a week later the 4870 made its $649 tag look like a joke

Hurt who? The release and price of the 4870 was a nightmare for Nvidia. ATI crashed NV party and worse, with quite the quantity of cards. AMD plans for a card really didn't change course. This if anything demonstrates how you can kill a launch with the right product.

If you mean didn't hurt AMD, of course it didn't. AMD plans were just reinforced by the outrageous pricing of the gtx 280. This is a different scenario for NV though as they have no cards to sell, just cards that can be used as marketing tools. Releasing a completely inferior product that can be used only for marketing at this point in time would be simply pointless.

It would be better to spin and not release a card at all(just say a card is coming, like they did with the gtx 480) to hold back sales of cayman. They can't do this if gf110 is released already and people already know its performance.

Giving performance details when your card is not released yet and your competitors card are out with quantity is like showing your cards at the first turn on poker. Your just giving your competitors the advantage because people will know whether to wait for the cards or not. I think NV has confidence at this point on the performance of gf110 to pull such a movie.

If NV cards is 600 dollars and cayman xt is 500 and faster, NV would have just done AMD a favor. Worse yet, you didn't even sell any cards before the arrival of the cayman xt because you didn't have any. That just sounds like a notoriously dumb marketing move and would just help AMD.

One more thing that has lead me to believe NV is not completely screwed anymore is their stock.

http://www.bloggingstocks.com/2010/1...es-downgrades/

It has been upgraded from neutral to buy by analysts and the stock has risen 20% in the last month too.

If NV was completely screwed, I don't think this would be the case.