Originally Posted by Rollo
I didn't mention it because it's not likely to be the case. Have we ever had over supply on the transition to a new die size with a big chip? Have we not heard rumors of issues with the 28nm process and seen delays of all products on it? Is there no rumor the 7970 has disabled SPs , like the 480, implying low yields of full parts?
If there's oversupply, it's more likely due to low demand based on high price.
They set a price based on predicted supply and performance relative to competition. If the results are already out and there is no new parts from a competitior, then the only thing that has changed is the actual supply vs. predicted supply. Yes, on a new process supply will be low, but 'low' isn't some fixed number, maybe they were conservative because of the 5870 supply issues and set the profit margin for IHV's at a lower percentage than usual to try and limit demand at that end. Or maybe, as you say, in doing this they received backlash from IHV's and orders were lower than supplies. Maybe a bit of both. Either way, it has nothing to do with consumer opinion in any which way.