ASICMINER Speculation Thread

[Vexual]

UPDATE FROM AVALON 9/9/13

"Avalon Generation Two Chips 55nm
..Those who have invested in time and money on Avalon Generation One based devices and clones can rejoice in the fact we had the foresight to make Avalon Generation Two chips completely backward compatible in every way with 110nm generation one chips, which can be expect to go on sale Late October 2013 for immediate shipping..

Developers and Hobbyists should keep an close eye on our github account as we will be releasing the 55nm chip specification and reference design soon."

This is excellent news - it will still be possible to have these boards produced. Thank you to everyone working on this, there is still hope to get these boards hashing with a positive ROI

Yifu is a fucking genius.

He got everybody stuck on his hardware platform even though he didn't have the chips ready. Now the money has all been spent and it effectively costs next to nothing to get the new chips mounted, because of all the parts and designs already floating around.

He happily gives refunds on the chips he never even meant to sell, and walks away with guaranteed second-gen sales to squeeze value out of the otherwise useless chips/boards, allowing him do a cheap high-volume second generation batch.

I admit it, I got outplayed here. Well done Yifu, you felonious son of a bitch.

Nobody gives a shit about brand. If you demonstrate the ability to deliver a better deal, that is all it takes. This isn't about the coolest type of sunglasses or cell phone, this is about profit margins.

[1715117106]

1715117106

[1715117106]

1715117106

[Vycid]

UPDATE FROM AVALON 9/9/13

"Avalon Generation Two Chips 55nm
..Those who have invested in time and money on Avalon Generation One based devices and clones can rejoice in the fact we had the foresight to make Avalon Generation Two chips completely backward compatible in every way with 110nm generation one chips, which can be expect to go on sale Late October 2013 for immediate shipping..

Developers and Hobbyists should keep an close eye on our github account as we will be releasing the 55nm chip specification and reference design soon."

This is excellent news - it will still be possible to have these boards produced. Thank you to everyone working on this, there is still hope to get these boards hashing with a positive ROI

Yifu is a fucking genius.

He got everybody stuck on his hardware platform even though he didn't have the chips ready. Now the money has all been spent and it effectively costs next to nothing to get the new chips mounted, because of all the parts and designs already floating around.

He happily gives refunds on the chips he never even meant to sell, and walks away with guaranteed second-gen sales to squeeze value out of the otherwise useless chips/boards, allowing him do a cheap high-volume second generation batch.

I admit it, I got outplayed here. Well done Yifu, you felonious son of a bitch.

Nobody gives a shit about brand. If you demonstrate the ability to deliver a better deal, that is all it takes. This isn't about the coolest type of sunglasses or cell phone, this is about profit margins.

Actually, this is a perfect illustration of what I mean. Yifu is going to sell his 2nd gen chips, because of all that hardware already waiting for them. This time he will deliver, and people will forget what has transpired in Gen 1 and clamor for more.

Just watch. Yifu may be a scam artist, but he's a damn good scam artist.

Also - are you stalking my posts?  That's pretty sad. As a die-hard AM fan who thinks brand is everything,  I wouldn't have expected you in an Avalon assembly thread.

[Vexual]

Also - are you stalking my posts?  That's pretty sad. As a die-hard AM fan who thinks brand is everything,  I wouldn't have expected you in an Avalon assembly thread.

You're jumping to conclusions.
I say there is something to be said for brand image.

[Vycid]

Also - are you stalking my posts?  That's pretty sad. As a die-hard AM fan who thinks brand is everything,  I wouldn't have expected you in an Avalon assembly thread.

You're jumping to conclusions.
I say there is something to be said for brand image.

Not enough to put you off of Avalon products,  evidently.

Next I'm gonna find out you've got a Monarch on preorder.

[Vexual]

Not enough to put you off of Avalon products,  evidently.

You love adding 2 and 2 and getting any result other than 4 don't you.
I'll just keep pissing in your cornflakes, and you can swear blind that it's the milk you wanted.

[Vexual]

Next I'm gonna find out you've got a Monarch on preorder.

Maybe you think BFL has a problem with their brand image? I thought noone gave a shit about brand?

[Vycid]

Not enough to put you off of Avalon products,  evidently.

You love adding 2 and 2 and getting any result other than 4 don't you.
I'll just keep pissing in your cornflakes, and you can swear blind that it's the milk you wanted.

One of the cool things about financial markets is they leave no room for interpretation about who is right and who is wrong.

Soon enough we shall see who has piss in their cornflakes.

[Vycid]

Next I'm gonna find out you've got a Monarch on preorder.

Maybe you think BFL has a problem with their brand image? I thought noone gave a shit about brand?

BFL does have a brand issue, and it doesn't matter. What matters is that they have demonstrated an inability to deliver.  If they filled their backlog and were immediately shipping stock on hand, their brand would not matter.

I made this distinction very clear in that post you just quoted. I think your single neuron got distracted by the reference to sunglasses though. Understandable.

[Vexual]

One of the cool things about financial markets is they leave no room for interpretation about who is right and who is wrong.

Soon enough we shall see who has piss in their cornflakes.

Did I make some prediction about something?

[Vexual]

BFL does have a brand issue, and it doesn't matter. What matters is that they have demonstrated an inability to deliver.  If they filled their backlog and were immediately shipping stock on hand, their brand would not matter.

I made this distinction very clear in that post you just quoted. I think your single neuron got distracted by the reference to sunglasses though. Understandable.

Cool sunglasses huh?

[Vexual]

I do think it might be best for you to never concede that brand image plays some part in sales of mining hardware, it may help to insulate you from any claim of liable resulting from unfounded statements like "felonious".

[chkgk]

World you guys mind moving your little chat to irc or something? I'd appreciate it.
This has nothing to do with the topic.

[lophie]

World you guys mind moving your little chat to irc or something? I'd appreciate it.
This has nothing to do with the topic.

hence the ignore button. or stfu and keep your opinion to yourself. They are not off topic.

Back to what matters, Guys the hashrate is getting low again . This time to critical levels something like 30TH or something....

[Pierre]

Back to what matters, Guys the hashrate is getting low again . This time to critical levels something like 30TH or something....

You're looking at the wrong estimate. The only number that matters is the Last 30 hours. 10 hours is not enough, it swings wildly all the time just due to luck. Sometimes it's 120 TH and sometimes it's 0. Ignore that one, just focus on 3 days or 7 day averages.

[BitAddict]

Back to what matters, Guys the hashrate is getting low again . This time to critical levels something like 30TH or something....

You're looking at the wrong estimate. The only number that matters is the Last 30 hours. 10 hours is not enough, it swings wildly all the time just due to luck. Sometimes it's 120 TH and sometimes it's 0. Ignore that one, just focus on 3 days or 7 day averages.

Yeah, if you just look 10h average you're going to get mad!!

[101111]

Nobody gives a shit about brand.

The most stupid thing I've heard in a long time.

[velacreations]

Back to what matters, Guys the hashrate is getting low again . This time to critical levels something like 30TH or something....

You're looking at the wrong estimate. The only number that matters is the Last 30 hours. 10 hours is not enough, it swings wildly all the time just due to luck. Sometimes it's 120 TH and sometimes it's 0. Ignore that one, just focus on 3 days or 7 day averages.

30 hours estimate says 44 TH/s

[Jayjay04]

AM is obviously stuck on a bad block right now
that's why it's dropping

[ianp]

Why is everyone so concerned with a 30 hour estimate all of the sudden?

Why not 24, 36 or 48?

[velacreations]

Why is everyone so concerned with a 30 hour estimate all of the sudden?

Why not 24, 36 or 48?

48 and 36 are still relevant, but the asicminercharts.com/live only shows up to 30 hours.

24 hours tends to be too inaccurate for my tastes.