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puffn (OP)
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August 26, 2012, 09:23:03 PM |
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BFL says they will ship in October. ASICMiner is locking in capital. Who do you think will start mining first? ASICMiner, or BFL customers?
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puffn (OP)
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August 26, 2012, 09:30:07 PM |
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I know ASICMiner won't sell equipment until BFL releases theirs. At that point, they will collude through pricing to form a duopoly until a third company provides equipment. I think BFL will have a slight advantage in timing to get to market. I think they have more expertise in selling, and shiping, as well as quality control in place. ASICMiner will essentially be the AMD to BFL's Intel.
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rxw
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Activity: 49
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August 27, 2012, 09:59:53 AM |
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I know ASICMiner won't sell equipment until BFL releases theirs. At that point, they will collude through pricing to form a duopoly until a third company provides equipment. I think BFL will have a slight advantage in timing to get to market. I think they have more expertise in selling, and shiping, as well as quality control in place. ASICMiner will essentially be the AMD to BFL's Intel.
source? |
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Jutarul
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Activity: 994
Merit: 1000
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August 27, 2012, 10:20:24 AM |
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I know ASICMiner won't sell equipment until BFL releases theirs. At that point, they will collude through pricing to form a duopoly until a third company provides equipment. I think BFL will have a slight advantage in timing to get to market. I think they have more expertise in selling, and shiping, as well as quality control in place. ASICMiner will essentially be the AMD to BFL's Intel.
You're making too many assumptions. Both companies write their business plan as they go. The difference is BFL is private, while ASICMiner is shareholder based. Comparing them to AMD and Intel is a fallacy - but I am curios - why would you have that perception? |
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Blank
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August 27, 2012, 10:40:15 AM |
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I believe BFL will be the first to make a working ASIC, however they need to polish the product and get it ready for mass shipping across the globe. That will take a considerable amount of time and effort, i think during that time ASICMINER (Bitfountain) will have built their ASIC's and started to self mine.
So i think by the time a decent amount of people have received their BLF SC's bitfountain will also be mining, maybe the first batch from BFL could have a week or so head start.
Honestly if my prediction is true it will probably be a good thing for the economy rather than one company "winning" they will both be competitive and profitable for themselves, investors and customers.
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Lethos
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August 27, 2012, 10:42:34 AM |
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I'd expect blockerupter (asicminer) to be first to start mining. BFL has a bad reputation of being over optimistic with it's first numbers they release, which applies to how long it takes them to put any product together and get it shipped. They also opted for a more complicated and harder to manufacture design process (they must of to make their numbers possible) so it's understandable that it might take longer for BFL to get it done in the time scale they set for themselves.
ASICminer and BFL both will be doing a burn in period for testing, BFL already do it with their products and ASICminer says they be doing it for testing also. So it kinda cancels out when paying customers will get their hands on it. The only theoretical advantage BFL has is that being US based, they will be a bit nearer to the majority of their market base, but past experiences showed that has not really applied yet.
This competition is good for bitcoin, it be nice to take BFL down a notch. I'd hoped it be done by Enterpoint (uk based), but they've not stepped up to that plate yet.
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puffn (OP)
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August 27, 2012, 06:42:14 PM |
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I know ASICMiner won't sell equipment until BFL releases theirs. At that point, they will collude through pricing to form a duopoly until a third company provides equipment. I think BFL will have a slight advantage in timing to get to market. I think they have more expertise in selling, and shiping, as well as quality control in place. ASICMiner will essentially be the AMD to BFL's Intel.
source? ASICMiner has said that they will be self mining to recoup costs with first batches. They will have no real incentive to release products until they run out of space to mine, or they start to make more money selling than expanding mining. BFL releasing their product will kill ASICMiner's profits from mining. |
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rxw
Newbie
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Activity: 49
Merit: 0
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August 28, 2012, 03:48:22 AM |
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I know ASICMiner won't sell equipment until BFL releases theirs. At that point, they will collude through pricing to form a duopoly until a third company provides equipment. I think BFL will have a slight advantage in timing to get to market. I think they have more expertise in selling, and shiping, as well as quality control in place. ASICMiner will essentially be the AMD to BFL's Intel.
source? ASICMiner has said that they will be self mining to recoup costs with first batches. They will have no real incentive to release products until they run out of space to mine, or they start to make more money selling than expanding mining. BFL releasing their product will kill ASICMiner's profits from mining. I believe they stated that they were going to use a fixed amount (12 TH?) for mining initially, as sort of testing phase so their final product is more polished. After they reach that amount, they have no reason not release their product onto the market |
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