If chalking this up as a win for you will make you feel good man, do whatever you like
How do I do a thumbs up emotican haha.
Either way your thoughts on timing are correct though as a base. By gambling on needless (does not affect fps at all) HBM memory, AMD was late with this GPU to market. And that lateness has now done the following:
1. Killed profit margin (a Fury X launched when Titan X launched could have sold for $799 and looked like a tremendous value).
2. Heaped bad PR on a company on the brink of hostile acquisition, stock now down -10% versus prior to FX launch.
3. Disappointed their strongest support base (fans) by overhyping the impact of HBM as some sort of competitive advantage prior to launch, when the benchmarks now clearly show memory bandwidth has little impact on actual game performance (GDDR5 good enough in other words).
4. Launched a 4GB product into a competitor's 6GB product, which as silly as it sounds to informed people like ourselves, will dramatically cause lower sales because the majority of even light enthusiast customers will perceive they're paying the same price for a lower-spec card.
Basically in doing this little list, HBM killed the Fury X. That GPU was strong enough that they didn't need to screw around with advanced (and difficult to produce) newfangled memory. It made them late to market, they couldn't get a 6GB/8GB product out the door, and now the backlash is heavy.
If they had done a $599 GDDR FX, and a $499 GDDR Air Fury, both with 8GB...and launched in March because no HDM delay...wow. That would have crushed it I think, just blown the doors off at that point.