AMD on HD58xx shortages
We quizzed, "How much of that is 5800-series and how much is 5700-series?"
"Well," said Baumann, "5800 to 5700 is about 2- or 3-to-1."
http://www.theinquirer.net/inquirer/news/1563212/amd-hd58xx-shortages
That's a fundamental flaw in logical reasoning and economics - this can't happen and if you ran a business like this, it would fail very quickly. If you constantly trump yourself by releasing better and faster parts at lower price, you'll run yourself into the ground. Companies have never done this and never will.
Seriously, no.
http://www.intel.com
There is an example of a company following exactly what I said to the letter. You could say they didn't quite run themselves into the ground. AMD would be another, nVidia another. Technology companies work precisely as I stated, newer faster technology for less then the older slower tech.
"Hemlock," said Baumann, "is targeted at the ultra-enthusiast market. There is a reasonable fringe of users where Hemlock is targeted towards." We can read that as, no matter what we price it, we'll never meet the demand we have for it.
"There will be a demand constraint," enthused Baumann - as if that's a good thing. "We don't actively expect to meet the demand. We do expect to produce more Cypress ASICs and get them into the channel. That's a common question we got asked."
In other words, people will sell their own mothers to grab these, so no matter what AMD does it won't be able to supply the market with enough cards.
looks like we weren't too far off on our back-of-the-envelope estimations
How? Where? And re-read your statement and you'll see why you're wrong - that's very simple economics there.Seriously, no.
http://www.intel.com
There is an example of a company following exactly what I said to the letter. You could say they didn't quite run themselves into the ground. AMD would be another, nVidia another. Technology companies work precisely as I stated, newer faster technology for less then the older slower tech.
How? Where? And re-read your statement and you'll see why you're wrong - that's very simple economics there.
I had to read and re-read the article to be sure I was not misinterpreting it. 2:1 or 3 : 1 in favor of the 58xx series over the 57xx series? And yet the 58xx are selling out?
Where? You still haven't shown a thing.I'm entirely right, those incapable of proper analysis may look to segment replacement in the technology field without looking at performance metrics versus MSRP. They are very different things, the trends I stated hold up in the technology markets, always. If a company fails to hold those trends in line, they go under. AMD and nVidia both overall have very clearly maintained these trends, they simply both are currently offering shockingly bad parts in that equation.
Where? You still haven't shown a thing.
I know they are selling out fast, but even within that context, the wordings seem to be a little too optimistic.
Perhaps I can understand the 58xx selling out so fast and with such a strong demand that it could be figuratively described as "selling their own mothers to grab these", but the 5970? Right after saying it's for the ultra-enthusiast market, the take away is that they'll never be able to meet the demand for it anyway no matter how they price it? I didn't think they were exactly flying off the shelves that way.
I had to read and re-read the article to be sure I was not misinterpreting it. 2:1 or 3 : 1 in favor of the 58xx series over the 57xx series? And yet the 58xx are selling out?
If I read that as 2:1 or 3:1 in actual parts, then BenSkywalker is spot on: half or even less than half the parts than their bigger brothers, but not selling out at all.
Perhaps what was meant is the number of wafers allotted for 58xx vs wafers for 57xx? This would make sense if AMD orders 2x or 3x more wafers for the 58xx series than the 57xx series. The 57xx series would yield much more parts per wafer, and it might still result in more parts of the 57xx produced versus the 58xx. IDC, what might a good estimate of the numbers be if this were the case? (2 - 3x more wafers for 5870 vs 5770?)
It's just your opinion and time will tell if you are right.I'm entirely right, those incapable of proper analysis may look to segment replacement in the technology field without looking at performance metrics versus MSRP. They are very different things, the trends I stated hold up in the technology markets, always. If a company fails to hold those trends in line, they go under. AMD and nVidia both overall have very clearly maintained these trends, they simply both are currently offering shockingly bad parts in that equation.
That is what he is saying, I don't think it should really surprise anyone. The 58xx parts are extremely attractive, the 57xx parts are junk.
Surprising how badly the 57xx is selling especially since it doesn't have the same stock problems as 58xx.
Not surprising in the least. This level of performance (higher, actually) has been available for about a year. And in the past quarter or two, at lower price points. Anyone needing a 4870 or 260 has one, in other words. Everyone else can keep using what they have as well.
It's not an upgrade part. IMO you would only consider a 5770 for a new build. Lower power usage and DX11 are nice features, but not enough to justify an "upgrade" from cards available for 25% cheaper in the last quarter (4870, 260) or even the much older G92 SKUs.
BSN reported on latest steam survey: http://www.brightsideofnews.com/category/graphics.aspx
50,000 58xx
10,000 57xx
Fairly accurate assuming that most buyers use steam, which tbh is pretty likely as a lot of games require it, and you're not going to buy a flashy new card like that and not play games on it.
Surprising how badly the 57xx is selling especially since it doesn't have the same stock problems as 58xx.
" it looks ATI's strategy as far as 5800 series go worked perfectly: vast majority of all shipped 5800 cards is now on Steam. That million dollar check AMD paid out to Codemasters for DiRT 2 handsomely paid off even before the game came out."
Do the ATI drivers still install steam automagically?
BSN reported on latest steam survey: http://www.brightsideofnews.com/category/graphics.aspx
50,000 58xx
10,000 57xx
Fairly accurate assuming that most buyers use steam, which tbh is pretty likely as a lot of games require it, and you're not going to buy a flashy new card like that and not play games on it.
Surprising how badly the 57xx is selling especially since it doesn't have the same stock problems as 58xx.
How about availability? How long is 58xx out and how long 57xx?
more from fudzilla:
In fact, Baumann is promising AMD will soon increase shipments by a factor of 10.
So 57xx had just a half the time of selling in October.
I am sure 58xx will sell better but 5:1 is not a correct ratio.
How do you suppose that would be possible? A significant increase in TSMC 40nm yield + AMD ordering a ton more wafers? Although, I assume even when the yields were low, AMD must have been ordering as much wafers as possible?Holy batman, supply is going to surge 10x!? That is something.
So 57xx had just a half the time of selling in October.
I am sure 58xx will sell better but 5:1 is not a correct ratio.
How do you suppose that would be possible? A significant increase in TSMC 40nm yield + AMD ordering a ton more wafers? Although, I assume even when the yields were low, AMD must have been ordering as much wafers as possible?