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by TomVDB 2863 days ago
There’s a huge difference between saying “we will have something in the future” (duh) and saying “we have absolutely nothing for the next year and a half.”

The latter gives your competitor the freedom to ask any price the market will accept without having to worry about a competitor undercutting this price in some near future.

1 comments

When did they say the latter? It's more of just not giving out the codenames anymore.
> When did they say the latter?

At CES, AMD said that they'd only have Vega 20 coming up and it was only for the datacenter and AI. And that Navi would be for 2019.

https://www.anandtech.com/show/12233/amd-tech-day-at-ces-201...

That's like giving a blank check to your competitor, saying "Feel free to set prices anyway you want, you're not going to be bothered by us."