I know that Mantle is exciting but have you guys considered the chance that if Mantle ends up boosting GCN performance by >20%, AMD might just use it as an opportunity to jack up the prices for their cards?
AMD would have debuted the cards at higher prices if that were the case, they did know what Mantle is bring to the table.
Rory Read is after a much bigger fish - breaking the back of Nvidia's consumer GPU business on a cost performance rack.
AMD is currently a cost/performance leader across the AIB market even after Nvidia's initial price reductions, what margins will be left if Nvidia has to contend with a further 25-35% Mantle induced cost/performance deficit?
What happens when Kaveri is released able to take advantage of the full HSA/hUMA APU console code? Kaveri + Mantle will functionally duplicate the console hardware.
What happens to prices after Nvidia is broken on the price/performance rack is a different matter.