JEMC said:
What I'm saying is that the tactic of letting go their GPU business hoping to find a breakthrough and/or a mistake from the competition to make a come back is extremely risky and failed by nature. It's a miracle they've been able to do that in the CPU front, but to expect the same feat to repeat again is wishful thinking. AMD needs to keep fighting and trying their best to hold a chance. Just look at the RTX cards you mentioned. They use MSoft's raytracing, but they also use propietary tech like Nvidia always does. We need AMD to keep in the fight to prevent Nvidia's propietary tech to become the de facto industry standard, just like they avoided G-Sync to dominate the market. Oh, and let's not fool ourselves, Intel will come back. Yes, they've been slacking and focusing on low power to try to beat ARM, but they're still a powerhouse with very deep pockets and will launch a competitive product sooner rather than later. |
I get what you're saying for the most part, but Lisa isn't running AMD like it was in the past. She doesn't want the company to be seen as second best, as the value option. She wants to be seen as the market leader in terms of performance, she's just using pricing right now to help them get back into the game with their CPU's, and it's working. You can bet if Ryzen didn't take back much market share, that when Zen+ launched, the prices would have gone up more, and even more with Zen 2 now. The only reason the prices have stayed so low is because it's working and they're gaining back market share and mind share.
If the GPU market isn't going to work like that for AMD, which it hasn't, then they might as well sell at higher prices and make as much money as they can that way. Gamers sure want AMD to keep pushing out reasonable price vs performance Radeon cards, but Lisa doesn't want to be seen as that type of brand anymore. She wants to be the next Nvidia as well. After trying your best and constantly being passed up for GeForce, even though your cards are much better bang for your buck, is going to get really tiring and old. How do gamers expect AMD to be able to at least match GeForce and offer cheaper cards, if the money Radeon brings in is just a tiny portion of what GeForce does due to sales and margins? Obviously AMD bet the company on CPU's, and that took away from the Radeon budget big time, and led to the miracle of Ryzen luckily, partially due to Intel being asleep at the wheel. Now they are supposed to do the same with Nvidia even though they are hydrated and focused like an F1 driver?
If AMD is smart, and Nvidia is really that greedy, AMD will use this 5700 pricing against Nvidia. Now that the price of the 2000 series doesn't really have to drop anymore because of the 5700 pricing, even though it should, if Nvidia launches the Super series, and just increases the prices for those cards, it would and should look really bad on them. If AMD is really smart, they will then immediately drop the pricing of the 5700 series by $50 to $100, basically forcing Nvidia to drop the pricing of the regular 2000 series by the same amount. However, Nvidia won't drop the price of their newly launched Super series, and even if gamers don't buy the 5700, they will buy the regular 2000 cards instead, which won't be good news for the brand new Super series sales. This will hurt Nvidia's image as well as stock price, which have both taken hits already over the last year.
For all we know, AMD's ray tracing tech may be much better than Nvidia and will allow them to take over the performance crown, and based on the existing GPU market, AMD could make a killing in terms of profits if this plays out. Just imagine if there is a 5800 and/or 5900 series yet to come. It's also very well possible that AMD may not take the performance crown from Nvidia, but might just go toe to toe again, year after year, in which case they can just remain $50 cheaper at all times. For the low to mid range gamers, they can buy the Intel GPU's supposedly coming out next year.
Intel will come back in terms of CPU's, but based on the past, they don't always come out with newer better tech than the competition. Not to mention that AMD is making seriously good money already, and will just increase that with Zen 2, and likely for another few years anyway. Under Lisa, you can bet they aren't slacking on Ryzen's future, and odds are good that they're already planning beyond that, knowing Intel is no doubt planning a competitive return.
