I wasn't replying to you
I do largely concur with your point though, but I'll direct you to
what I said yesterday.
But the thing I disagree with is the notion that AMD can't and shouldn't charge "half of Nvidia". That's a fallacy. And to be clear, there is a very important difference between "half of Nvidia" and "what the market rate should be".
The leaked Navi prices were a bit optimistic, but I was only expecting a correction of about $50 or so. But even with $50 added on, those leaked prices reflect what that level of performance should cost in 2019. It's just a coincidence that they're half the price of Nvidia's, and if anything it's a further damning of Nvidia taking the mick.
AMD will not gain market share if they price their "incomplete" products a little bit below Nvidia because you might as well pay the tiny bit more and get Nvidia's extra shiny things (e.g. RTX). AMD will not gain mind share if they have the "audacity" to expect the same money as Nvidia but not offer the same level of technology. AMD are seen as the "budget brand" because their stuff is cheaper
and inferior. They stop being a "budget brand" the moment their core performance matches or beats Nvidia but at
significantly lower cost. I've said this many times:
If AMD's raster performance was the same as the RTX equivalent but was only $50 less, would you just pay the premium for the promise of ray tracing and DLSS?
If AMD's raster performance was the same as the RTX equivalent but costs $100+ less, would you still make the same decision?
I don't care what people say about "but 7nm costs a fortune" because it doesn't if yields and usability are very high (as Zen 2 is alluding to), so it is entirely possible for AMD to make a profit from high yield parts sold in low cost products. I say again the leaked Navi prices felt a bit too low, but drop $50 onto the price and they'd have some serious market disruption power on their hands. Pitch them at the same prices as RTX as Gibbo alludes to, then there's no point in getting one, Nvidia continues to suck up the market and inflates prices further and further and AMD will be a direct contributor to insane GPU prices and the possible demise of the PC gaming market.
Unless that's the long-term plan
Imagine this crazy conspiracy: AMD have the console market wrapped up so they won't lose out and can continue to develop gaming processors, but if PC gaming dies then Nvidia lose a massive part of their business. Then after a couple of years AMD rekindle PC gaming with zero competition and the market to themselves