ASICMINER Speculation Thread

[bitfair]

In the meantime, 200TH/s of equipment has arrived (or is arriving) these days -- ready to be sold, deployed or leased.

Proper competition, which everybody knows will arrive eventually, is long overdue!

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[101111]

I've disclosed those a number of times. I was referring to my dispute of the claim that there is no real competition, which involves no bias because it is objectively false.

No one said there is no real competition. This is another example of where you exhibit bias by twisting what was said to suit your own agenda.

[101111]

Really? 'Competitors' is in quotes? You're certain not a SINGLE ONE poses a threat? Is AM a cult or a company?

Looks like Vycid is suffering from the classic psychological malady of projection.

Ha ha, well spotted!

[Vycid]

I've disclosed those a number of times. I was referring to my dispute of the claim that there is no real competition, which involves no bias because it is objectively false.

No one said there is no real competition. This is another example of where you exhibit bias by twisting what was said to suit your own agenda.

That's funny, because stripykitteh read it the same way I did:

Even a good dividend won't keep this up with the network percentage dropping and all these competitors shipping in the fourth quarter of 2013.   Last I checked, ASICMiner on;y 8% of total network hash: http://blockchain.info/pools

that's at 30 TH/s, and they were at 60 TH/s a week ago.  So, either they lost half the farm, or we only know about half of their hash rate right now.

At 60 TH/s, they would be at ~13% of the network.

An update from FC could provide enough information for shareholders to rally behind AM against the "competitors" that hope to ship this quarter.

Here's a "competitor":

https://ghash.io/

Most of this has come online in the last couple of weeks. I think believing that AM doesn't have real competition is an idea that's a couple of months out of date.

[101111]

No one said there is no real competition. This is another example of where you exhibit bias by twisting what was said to suit your own agenda.

That's funny, because stripykitteh read it the same way I did:

That's a different context, obviously AM isn't the only miner.

[Vexual]

I wonder if friedcat's kitten's kittens will read about this, when block reward was 25 and they had 10%

[Vycid]

No one said there is no real competition. This is another example of where you exhibit bias by twisting what was said to suit your own agenda.

That's funny, because stripykitteh read it the same way I did:

That's a different context, obviously AM isn't the only miner.

wat

then what was the point of the quotes if it's understood non-hypothetical competition DOES exist (i.e. Bitfury is shipping product)

[stripykitteh]

Here's a "competitor":

https://ghash.io/

Most of this has come online in the last couple of weeks. I think believing that AM doesn't have real competition is an idea that's a couple of months out of date.

For those who didn't click-through, when I posted this a few hours ago it was at 62TH/s. I peeked a few minutes ago and it is hovering at about 70TH/s now.

The information is presented in the hope of informing the debate about competition.

[velacreations]

Has anyone noticed the AM hash rate: http://blockchain.info/pools

and also: http://www.asicminercharts.com/live/

[velacreations]

Here's a "competitor":

https://ghash.io/

Most of this has come online in the last couple of weeks. I think believing that AM doesn't have real competition is an idea that's a couple of months out of date.

For those who didn't click-through, when I posted this a few hours ago it was at 62TH/s. I peeked a few minutes ago and it is hovering at about 70TH/s now.

The information is presented in the hope of informing the debate about competition.

is this part of the "unknown" block?

[Vycid]

Here's a "competitor":

https://ghash.io/

Most of this has come online in the last couple of weeks. I think believing that AM doesn't have real competition is an idea that's a couple of months out of date.

For those who didn't click-through, when I posted this a few hours ago it was at 62TH/s. I peeked a few minutes ago and it is hovering at about 70TH/s now.

The information is presented in the hope of informing the debate about competition.

is this part of the "unknown" block?

It certainly isn't part of any of the others.

[BitCsByBit]

Nice rise of AM hash rate. I wish I had more coins right about now.   

[Ninshatamoto]

Here's a "competitor":

https://ghash.io/

Most of this has come online in the last couple of weeks. I think believing that AM doesn't have real competition is an idea that's a couple of months out of date.

For those who didn't click-through, when I posted this a few hours ago it was at 62TH/s. I peeked a few minutes ago and it is hovering at about 70TH/s now.

The information is presented in the hope of informing the debate about competition.

is this part of the "unknown" block?

Wow that is some major hashing power coming online today.

[VeeMiner]

any dividend predictions? It seems like they will be on a low side this week...

[Pierre]

Has anyone noticed the AM hash rate: http://blockchain.info/pools

Nice, but let's see if it keeps up or if it's just variance.

Looks like it's just variance. The lower AM's share of the total hash rate, the higher the variance.

[bobboooiie]

Its going to be intresting day today. We either will see some nice divs from sales and price will rebound or stay stable or divs will be the lowest for a long time (and it looks like that right now) we might see some serious drop as people overacted previously based on single dividend

[perlboy]

Seems like some are starting early although Bitfunder vs. BTCT seems to have a bit of a premium on it.

[19:54]  <AssetBot> [19:39:18] [G.ASICMINER-PT] 1 @ 3.39100000 = 3.39100000 [-]
[19:54]  <AssetBot> [19:41:11] [G.ASICMINER-PT] 1 @ 3.39000000 = 3.39000000 [-]
[19:54]  <AssetBot> [19:41:11] [G.ASICMINER-PT] 3 @ 3.39000000 = 10.17000000 [-]
[20:10]  <AssetBot> [G.ASICMINER-PT] 2 @ 3.34010000 = 6.68020000 [-]
[20:10]  <AssetBot> [G.ASICMINER-PT] 1 @ 3.21000000 = 3.21000000 [-]
[20:10]  <AssetBot> [G.ASICMINER-PT] 2 @ 3.05001100 = 6.10002200 [-]
[20:10]  <AssetBot> [G.ASICMINER-PT] 3 @ 3.05001000 = 9.15003000 [-]

And then it was followed by what looks like an 'instasell/instabid' (ie. self bid/buy) @ ~0.4 above last:

[20:31]  <AssetBot> [G.ASICMINER-PT] 7 @ 3.49000000 = 24.43000000

Strange behaviour....

Stu

[ineededausername]

any dividend predictions? It seems like they will be on a low side this week...

Isn't there going to be some additional revenue from sales?

[VeeMiner]

any dividend predictions? It seems like they will be on a low side this week...

Isn't there going to be some additional revenue from sales?

Yes, a nice amount.

I'm sure there will be decent amount from sales but I'm not expecting a big dividend today...

[weaknesswaran]

I guess we will see 2.XX if dividends are under 0.02