In reality i think AMD plan was to release a different Cayman series, they had allready plan the VLIW 5 > 4 change, but what they had not expect during the 1-1/2 - 2 years of developpement was to need use 40nm for this cards ( they was plan on 32nm, i don't learn anything to someone) .... they have need aim their card a bit lower ( maybe too much ) it's not hard to imagine what will have be the performance just with more SP ( 28-30SMID maybe). But i don't contest the fact AMD look more the value and benefit they can do with their high end gpu's, instead of just aiming for the faster card on market.
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