First post, by Scali
wrote:I feel it's a lot like the NV30 vs R300 on DirectX 9 games argument. At the end of the day, both series were rather irrelevant at DX9.
As a Radeon 9600XT-owner, can I just say that I *completely* disagree with this one?
SM2.0 was adopted very quickly by games, and NV30 was hurt very hard by this. Most popular example was Half-Life 2 which defaulted to the DX8.1 path on NV30 hardware, while it had no trouble running the full SM2.0 path on R300-based cards.
The Radeon 9700 (Pro) is one of the best graphics cards ever released, and you could enjoy that card for many years if you bought it at launch. Probably the best days in ATi's history.
So no, R300 was VERY relevant at DX9. Heck, it pretty much defined that standard, and was the benchmark for quite a while.
wrote:Of course, I don't have nearly the amount of knowledge as Scali and if he sees this as being a real issue with AMD, I should probably take it at face value.
The issue isn't so much that you need the features in games now, but rather:
1) nVidia *does* offer these features, so it will be difficult for AMD to market their cards against this. People tend to buy the fastest/most feature-rich cards for their money, whether they actually need all the speed/features or not. People just want the best deal.
2) AMD still has to add these features to a future architecture at some point, which means extra investment in R&D that nVidia has already done. Since AMD is already at a disadvantage, losing marketshare fast, and their profit margins under extreme pressure because their current lineup is not that competitive, investing heavily in R&D is going to be difficult. It's the same situation as on the CPU-side.
It takes a few years to come up with a new architecture, so AMD is stuck in their current situation for quite a while.
I think the launch of this 300/Fury series was the crucial 'inflection point'. Had they come out on top of nVidia, they could have started to claw back marketshare, get profit margins up, and become a healthy company again. But since they didn't, they may not get a second chance to get back in the race.