dexX7
Legendary
 Offline
Activity: 1106
Merit: 1024
|
 |
October 31, 2013, 01:10:30 AM |
|
Doesn't it have a much higher NRE?
Yes. Ken from ActM mentioned NRE costs of $1m for the structured ASIC from eASIC (which is like "half FPGA - half ASIC" and thus much cheaper), CoinTerra needs to raise $5m for their full custom 28nm ASIC, if I'm not mistaken.. If the NRE costs listed in the report are indeed for the 40 nm line, then it's only $210,119.50. |
|
|
|
|
|
|
|
|
|
|
|
|
"In a nutshell, the network works like a distributed
timestamp server, stamping the first transaction to spend a coin. It
takes advantage of the nature of information being easy to spread but
hard to stifle." -- Satoshi
|
|
|
Advertised sites are not endorsed by the Bitcoin Forum. They may be unsafe, untrustworthy, or illegal in your jurisdiction.
|
|
|
|
|
|
|
|
Fordee
|
|
October 31, 2013, 04:48:34 AM |
|
I'm sure he has done the maths, but I wonder if 28 nm was excluded because he couldn't attract the talent? Why did 3 other startups choose 28 nm? Are they all wrong and FC is right?
I think you are right... (even bitfury had the right approach imho..) When you look at the increased performance of .28 and the huge NRE cost vs the cost of actual chip production, and the cost of per-chip cooling systems with fans and what-not.. It makes a lot of sense. If 40nm gives him access to foundry production faster than 28nm, and he can deploy and mine with immersion cooling, densely packing boards that don't require any fancy fans/heat-pipes/etc.. He can mine and wait for all the other manufacturers to bleed to death when they can't afford a 2nd wafer run and 28nm sales dry up. He can sell blades with decent hashrates, and fairly densely populated boards that can still be stacked and air or immersion cooled cheaper than a 4U Enclosure thats mostly cooling with 2-4 chips. tl;dr; - Sometimes it's not the fastest horse that wins but the smartest that pacesthemselves over the long term. I'm panic buying while it's cheap... because when bitcoin is $400+, I can still count on divs, even if I cant afford shares. |
|
|
|
|
rudrigorc2
Legendary
Offline
Activity: 1064
Merit: 1000
|
|
October 31, 2013, 05:00:39 AM |
|
And what if asicminer decides to quit the race?
|
|
|
|
|
|
Fordee
|
|
October 31, 2013, 05:03:48 AM |
|
Then... at least I didn't bet on labcoin  |
|
|
|
|
|
KS
|
|
October 31, 2013, 06:22:48 AM
Last edit: October 31, 2013, 06:38:59 AM by KS |
|
I'm sure he has done the maths, but I wonder if 28 nm was excluded because he couldn't attract the talent? Why did 3 other startups choose 28 nm? Are they all wrong and FC is right?
It could be both, but the poor 28nm design from KFC vs the good 55nm BitFury design shows that 28nm is not necessarily the best choice. There is another problem: you can't flood the network with ultra fast miners unless you want to kill it. That means slow deployment. If it means slow deployment, why spend millions on a process you can't use before everybody else has caught up? Stick with cheap and iterate. Next year 28nm will cheaper than this year, etc. 28nm looks cool, but is it really useful (right now) for mining? I don't think so. |
|
|
|
|
|
professorY
|
|
October 31, 2013, 10:50:36 AM |
|
I'm panic buying while it's cheap... because when bitcoin is $400+, I can still count on divs, even if I cant afford shares.
QFT. |
NotePad.io - Free, secure online notepad. Create & share (or keep private) rich notes, text and images.
|
|
|
|
Franktank
|
|
October 31, 2013, 05:19:16 PM |
|
anyone know the total amount of dividends paid out per share since the start?
thanks
It's a total payout of 0.5941/share, a profit of 0.4941/share (removing the 0.1 initial investment). |
|
|
|
|
|
tinus42
|
|
October 31, 2013, 05:32:57 PM |
|
anyone know the total amount of dividends paid out per share since the start?
thanks
It's a total payout of 0.5941/share, a profit of 0.4941/share (removing the 0.1 initial investment). So board members from the early hour made at least BTC2470.5 in dividends in only 14 months if they held on to their shares. AM must be one of the best investments ever (for the people who got in early). |
|
|
|
|
chriswilmer
Legendary
Offline
Activity: 1008
Merit: 1000
|
|
October 31, 2013, 05:44:58 PM |
|
anyone know the total amount of dividends paid out per share since the start?
thanks
It's a total payout of 0.5941/share, a profit of 0.4941/share (removing the 0.1 initial investment). So board members from the early hour made at least BTC2470.5 in dividends in only 14 months if they held on to their shares. AM must be one of the best investments ever (for the people who got in early). This is undisputed. If you bought at the IPO price and sold this summer, while Bitcoin itself climbed by 10-20x in value, you made the one of best investments in human history. |
|
|
|
|
|
|
freedomno1
Legendary
Offline
Activity: 1806
Merit: 1090
Learning the troll avoidance button :)
|
|
November 02, 2013, 07:24:36 AM |
|
So Havelock has become a real exchange, one less prone to an immediate shutdown in my opinion thoughts? And yes it applies to AM speculation as it means we are a bit less worried about overall stability of shares on this exchange and our shutdown concerns. https://www.havelockinvestments.com/20131101-announcement.phphttps://www.havelockinvestments.com/20131101-announcement.phpFOR IMMEDIATE RELEASE November 1, 2013 - Havelock Investments (HavelockInvestments.com), a leading Bitcoin Denominated Investment Fund, announced today that it has executed a definitive agreement to be acquired by The Panama Fund, S.A, a fully licensed and registered Panamanian Investment Company. The acquisitions creates the world's first, fully licensed, Bitcoin Denominated Fund Exchange, where companies from around the world will be able to raise capital directly, through the exclusive use of Bitcoins. With this acquisition HavelockInvestments.com will be able to maintain its current Funds, as well as expand its operations, while attracting new opportunities in the rapidly expanding Bitcoin Marketplace. The original HavelockInvestments.com team will remain in place and will play a key role in the future growth of the company. |
Believing in Bitcoins and it's ability to change the world
|
|
|
|
|
nubbins
Legendary
Offline
Activity: 1554
Merit: 1009
|
|
November 02, 2013, 05:37:43 PM |
|
Great deal if you're a sucker |
|
|
|
User705
Legendary
Offline
Activity: 896
Merit: 1006
First 100% Liquid Stablecoin Backed by Gold
|
|
November 02, 2013, 05:44:53 PM |
|
What is this cube and where are the specs? Or is it just some blades taped together in a square?
|
|
|
|
muyuu
Donator
Legendary
Offline
Activity: 980
Merit: 1000
|
|
November 02, 2013, 07:10:52 PM |
|
What is this cube and where are the specs? Or is it just some blades taped together in a square?
It's probably something like that. Judging from the hashing power, it should be 3 blades. Hopefully properly set up in a box and with some cooling solution. It'd pretty sweet if it wasn't for the insane difficulty of the network. |
GPG ID: 7294199D - OTC ID: muyuu (470F97EB7294199D)
forum tea fund BTC 1Epv7KHbNjYzqYVhTCgXWYhGSkv7BuKGEU DOGE DF1eTJ2vsxjHpmmbKu9jpqsrg5uyQLWksM CAP F1MzvmmHwP2UhFq82NQT7qDU9NQ8oQbtkQ
|
|
|
|
|
dexX7
Legendary
Offline
Activity: 1106
Merit: 1024
|
|
November 04, 2013, 11:29:37 PM |
|
So what's your take? AM is one of the last safe harbors now.  |
|
|
|
|
velacreations (OP)
|
|
November 05, 2013, 12:37:43 AM |
|
So what's your take? AM is one of the last safe harbors now. well, they offer direct shares, so that's a plus. |
|
|
|
|
ishkur
|
|
November 05, 2013, 12:48:14 AM |
|
AM is the only safe investment right now
|
|
|
|
|
wmcleod
Newbie
Offline
Activity: 56
Merit: 0
|
|
November 05, 2013, 12:55:39 AM |
|
AM is the only safe investment right now
i would argue there are a few others... |
|
|
|
|
|
