ASICMINER Speculation Thread

[Ninshatamoto]

Neither ASICMiner's share of the network hashrate, not its exorbitant markups on hardware sales, are sustainable in the face of pending competition. Share price will be lucky to be half today's value this time next year.

Have you heard about the coming 1000TH/s of gen1 chips and december prototype of gen2 chip? It looks like you haven't.

Or franchising.

Or the fact that it's the only reliable, consistent game in town.

[1714671559]

1714671559

[1714671559]

1714671559

[bitfair]

Neither ASICMiner's share of the network hashrate, not its exorbitant markups on hardware sales, are sustainable in the face of pending competition. Share price will be lucky to be half today's value this time next year.

Have you heard about the coming 1000TH/s of gen1 chips and december prototype of gen2 chip? It looks like you haven't.

To be fair, when FC mentioned 1000TH/s it wasn't clear he was talking about network hash rate or AM hash rate.

[yuchuanzhen]

To be fair, when FC mentioned 1000TH/s it wasn't clear he was talking about network hash rate or AM hash rate.

Yes,it's clear, AM hash rate.

[bitfair]

To be fair, when FC mentioned 1000TH/s it wasn't clear he was talking about network hash rate or AM hash rate.

Yes,it's clear, AM hash rate.

Thanks! Has there been any official confirmation? The "announcement" was made by someone other than FC, and in Chinese, as far as I can remember.

[JimiQ84]

To be fair, when FC mentioned 1000TH/s it wasn't clear he was talking about network hash rate or AM hash rate.

Yes,it's clear, AM hash rate.

Thanks! Has there been any official confirmation? The "announcement" was made by someone other than FC, and in Chinese, as far as I can remember.

I just tried to find it in FC posts, but couldn't. You are right, it was announced by someone else, but I read it definitely in english. Maybe ThickAsThieves?

[velacreations]

Neither ASICMiner's share of the network hashrate, not its exorbitant markups on hardware sales, are sustainable in the face of pending competition. Share price will be lucky to be half today's value this time next year.

Wow, you are psychic, too?  Or do you just want cheap AM shares

[uininPeter]

Neither ASICMiner's share of the network hashrate, not its exorbitant markups on hardware sales, are sustainable in the face of pending competition. Share price will be lucky to be half today's value this time next year.

Have you heard about the coming 1000TH/s of gen1 chips and december prototype of gen2 chip? It looks like you haven't.

+1000TH in December or 1000TH in December?

[velacreations]

Ah, I see, AM is going to sell well over 5x as many units as they did when the difficulty WASN'T going up over 50% a month?

looks like the wallets of the retailers indicated significant sales, already.  And we've only had them for sale for a few days.

[velacreations]

those sell walls are falling!  people want their good dividend, today.

[shawshankinmate37927]

To be fair, when FC mentioned 1000TH/s it wasn't clear he was talking about network hash rate or AM hash rate.

Yes,it's clear, AM hash rate.

Thanks! Has there been any official confirmation? The "announcement" was made by someone other than FC, and in Chinese, as far as I can remember.

I just tried to find it in FC posts, but couldn't. You are right, it was announced by someone else, but I read it definitely in english. Maybe ThickAsThieves?

Here's a link:

https://bitcointalk.org/index.php?topic=246253.msg2610794#msg2610794

[ning]

0.02097289

[bbxx]

0.02097289

funny thing is that laboratory, alaska, orchard speculators have nothing and we have more bitcoins than yesterday

[Mabsark]

DMS.MINING is falling in price rapidly with the bid currently at around 0.0025. At 100 USD/BTC, that's 2.5 BTC or 250 USD for 5 GH/s available immediately. I wouldn't be surprised to see it fall to 0.002 BTC per share, pricing 5 Gh/s available immediately at 200 USD.

I don't see how AM's current pricing can compete with that and therefore there will be a drop in sales, leading to a drop in dividends and a drop in share price. In order for AM to remain competitive, they'll have to reduce the price of Blades to around 4-5 BTC. USB Block Erupters  will have to drop to around 0.16-0.2 BTC.

[deltanine]

DMS.MINING is falling in price rapidly with the bid currently at around 0.0025. At 100 USD/BTC, that's 2.5 BTC or 250 USD for 5 GH/s available immediately. I wouldn't be surprised to see it fall to 0.002 BTC per share, pricing 5 Gh/s available immediately at 200 USD.

I don't see how AM's current pricing can compete with that and therefore there will be a drop in sales, leading to a drop in dividends and a drop in share price. In order for AM to remain competitive, they'll have to reduce the price of Blades to around 4-5 BTC. USB Block Erupters  will have to drop to around 0.16-0.2 BTC.

Sounds like a great deal.  So why is DMS.MINING falling rapidly in price?

[Mabsark]

DMS.MINING is falling in price rapidly with the bid currently at around 0.0025. At 100 USD/BTC, that's 2.5 BTC or 250 USD for 5 GH/s available immediately. I wouldn't be surprised to see it fall to 0.002 BTC per share, pricing 5 Gh/s available immediately at 200 USD.

I don't see how AM's current pricing can compete with that and therefore there will be a drop in sales, leading to a drop in dividends and a drop in share price. In order for AM to remain competitive, they'll have to reduce the price of Blades to around 4-5 BTC. USB Block Erupters  will have to drop to around 0.16-0.2 BTC.

Sounds like a great deal.  So why is DMS.MINING falling rapidly in price?

People are placing more value in DMS.SELLING due to the rate of increase in difficulty.

[deltanine]

DMS.MINING is falling in price rapidly with the bid currently at around 0.0025. At 100 USD/BTC, that's 2.5 BTC or 250 USD for 5 GH/s available immediately. I wouldn't be surprised to see it fall to 0.002 BTC per share, pricing 5 Gh/s available immediately at 200 USD.

I don't see how AM's current pricing can compete with that and therefore there will be a drop in sales, leading to a drop in dividends and a drop in share price. In order for AM to remain competitive, they'll have to reduce the price of Blades to around 4-5 BTC. USB Block Erupters  will have to drop to around 0.16-0.2 BTC.

Sounds like a great deal.  So why is DMS.MINING falling rapidly in price?

People are placing more value in DMS.SELLING due to the rate of increase in difficulty.

But DMS.SELLING has dropped rapidly in value also??  more so than DMS.MINING.  maybe I just don't understand how those securities work.

[Birdy]

But DMS.SELLING has dropped rapidly in value also??  more so than DMS.MINING.  maybe I just don't understand how those securities work.

The dividends from DMS are paid from the pot created by buying those shares, so the shares lose value every time dividends are paid.
Difficulty determines who (DMS.Mining/Selling) gets how much from the pot.

[elefter]

DMS.MINING is falling in price rapidly with the bid currently at around 0.0025. At 100 USD/BTC, that's 2.5 BTC or 250 USD for 5 GH/s available immediately. I wouldn't be surprised to see it fall to 0.002 BTC per share, pricing 5 Gh/s available immediately at 200 USD.

I don't see how AM's current pricing can compete with that and therefore there will be a drop in sales, leading to a drop in dividends and a drop in share price. In order for AM to remain competitive, they'll have to reduce the price of Blades to around 4-5 BTC. USB Block Erupters  will have to drop to around 0.16-0.2 BTC.

Sounds like a great deal.  So why is DMS.MINING falling rapidly in price?

You cant price the market based on DMS.Mining a 100 btc going the way of DMS.MINING will double its price just like that...

[Mabsark]

DMS.MINING is falling in price rapidly with the bid currently at around 0.0025. At 100 USD/BTC, that's 2.5 BTC or 250 USD for 5 GH/s available immediately. I wouldn't be surprised to see it fall to 0.002 BTC per share, pricing 5 Gh/s available immediately at 200 USD.

I don't see how AM's current pricing can compete with that and therefore there will be a drop in sales, leading to a drop in dividends and a drop in share price. In order for AM to remain competitive, they'll have to reduce the price of Blades to around 4-5 BTC. USB Block Erupters  will have to drop to around 0.16-0.2 BTC.

Sounds like a great deal.  So why is DMS.MINING falling rapidly in price?

People are placing more value in DMS.SELLING due to the rate of increase in difficulty.

But DMS.SELLING has dropped rapidly in value also??  more so than DMS.MINING.  maybe I just don't understand how those securities work.

The price of DMS.PURCHASE is 400 days of DMS.MINING dividends multiplied by 1.05. The price of DMS.SELLING has dropped because the price of DMS.PURCHASE has dropped, which in turn, has dropped because dividends have decreased due to the increase in difficulty.

[FNG]

Why is DMS.whateverthefuck being discussed in this thread?