ASICMINER Speculation Thread

[dexX7]

I'm wondering.. the only source that gen2 was droped was the Chinese girl?

[velacreations]

No one in their right mind is going to buy into a steadily declining stock with the hopes of a temporary div increase.

price has risen 30% since you made this statement.

[limbaugh]

No one in their right mind is going to buy into a steadily declining stock with the hopes of a temporary div increase.

price has risen 30% since you made this statement.

Fatcat broke the silence. Get a clue.

[_mr_e]

No one in their right mind is going to buy into a steadily declining stock with the hopes of a temporary div increase.

price has risen 30% since you made this statement.

Fatcat broke the silence. Get a clue.

He did? Where?

[jimmothy]

No one in their right mind is going to buy into a steadily declining stock with the hopes of a temporary div increase.

price has risen 30% since you made this statement.

Fatcat broke the silence. Get a clue.

More like confirmed what we already knew along with more details on how badass next gen will be. Literally nothing on the market or even announced that can compete so far.

[empoweoqwj]

No one in their right mind is going to buy into a steadily declining stock with the hopes of a temporary div increase.

price has risen 30% since you made this statement.

Fatcat broke the silence. Get a clue.

He did? Where?

I don't think some people know about the official ASICMINER thread ............

https://bitcointalk.org/index.php?topic=99497.msg3676193#msg3676193

[velacreations]

Fatcat broke the silence. Get a clue.

and you were wrong.  again.

but, now I see you're in pump mode.

[limbaugh]

Fatcat broke the silence. Get a clue.

and you were wrong.  again.

but, now I see you're in pump mode.

You are quite dense but even you can comprehend the meaning.

There is only one thing that can stop the decline.

Now go play and let the big boys work.

[velacreations]

Now go play and let the big boys work.

by "work" do you mean pump and dump Labcoin?

[limbaugh]

Boom! .5
This panic buy might just be getting started.

[chriswilmer]

Since future price and revenue is going to be highly dependent on Gen3, here is a bet: Asicminer gen3 on schedule

Did you mean 4 GH per Joule? The units don't work out as stated in the bet.

[Vycid]

No one in their right mind is going to buy into a steadily declining stock with the hopes of a temporary div increase.

price has risen 30% since you made this statement.

Fatcat broke the silence. Get a clue.

More like confirmed what we already knew along with more details on how badass next gen will be. Literally nothing on the market or even announced that can compete so far.

Hahahahaha.

Are you trolling bears, or do you really believe this?

[jimmothy]

No one in their right mind is going to buy into a steadily declining stock with the hopes of a temporary div increase.

price has risen 30% since you made this statement.

Fatcat broke the silence. Get a clue.

More like confirmed what we already knew along with more details on how badass next gen will be. Literally nothing on the market or even announced that can compete so far.

Hahahahaha.

Are you trolling bears, or do you really believe this?

we already knew 28nm tech was coming some time 1st quarter of 2014. We now have confirmation as well as dome guestimated specs which beat any competitors made up specs. So yes I do believe this.

[Vycid]

No one in their right mind is going to buy into a steadily declining stock with the hopes of a temporary div increase.

price has risen 30% since you made this statement.

Fatcat broke the silence. Get a clue.

More like confirmed what we already knew along with more details on how badass next gen will be. Literally nothing on the market or even announced that can compete so far.

Hahahahaha.

Are you trolling bears, or do you really believe this?

we already knew 28nm tech was coming some time 1st quarter of 2014. We now have confirmation as well as dome guestimated specs which beat any competitors made up specs. So yes I do believe this.

Ok, time for a reality check then.

.2 J/G is good, but electricity is not yet the focus and we have no idea what "low power mode" means.

$.2/G on silicon is not impressive at all for 3rd gen coming out most likely in mid 2014. Consider that Cointerra has been selling at $3/G since January delivery and started out selling at something like $7/G for December delivery. How much do you think they are REALLY paying for their silicon? Most likely their silicon costs are less than half of their unit cost, plus their NRE - and I guarantee they are making a hefty profit. At most they are paying $.5/G for their second gen and it is likely less.

This is to say: margins will be very slim indeed - certainly they won't compare to the thousands of percent in Gen 1 and definitely not enough to justify a 50x price to book ratio like it did in March.

If you're holding shares, you're inviting disaster. AM's competitors haven't announced their products and I suspect it's not going to play out in AM's favor.

[jimmothy]

please provide proof or sftu

As soon as AM's "competitors" provide proof we can compare. We have made up specs from both sides so lets wait until either have an actual working product. Everything else is purely speculation.

[jimmothy]

No one in their right mind is going to buy into a steadily declining stock with the hopes of a temporary div increase.

price has risen 30% since you made this statement.

Fatcat broke the silence. Get a clue.

More like confirmed what we already knew along with more details on how badass next gen will be. Literally nothing on the market or even announced that can compete so far.

Hahahahaha.

Are you trolling bears, or do you really believe this?

we already knew 28nm tech was coming some time 1st quarter of 2014. We now have confirmation as well as dome guestimated specs which beat any competitors made up specs. So yes I do believe this.

Ok, time for a reality check then.

.2 J/G is good, but electricity is not yet the focus and we have no idea what "low power mode" means.

$.2/G on silicon is not impressive at all for 3rd gen coming out most likely in mid 2014. Consider that Cointerra has been selling at $3/G since January delivery and started out selling at something like $7/G for December delivery. How much do you think they are REALLY paying for their silicon? Most likely their silicon costs are less than half of their unit cost, plus their NRE - and I guarantee they are making a hefty profit. At most they are paying $.5/G for their second gen and it is likely less.

This is to say: margins will be very slim indeed - certainly they won't compare to the thousands of percent in Gen 1 and definitely not enough to justify a 50x price to book ratio like it did in March.

I do believe that electricity will be very important in the long run. I don't deny the fact that we will never see a "gold rush" but it is very possible am provides 28nm tech for cheaper than european and american manufacturers can sell for. But the real long term goal imo is an efficient  and powerful solomining operation and possibly hardware sales on the side.

[jimmothy]

please provide proof or sftu

As soon as AM's "competitors" provide proof we can compare. We have made up specs from both sides so lets wait until either have an actual working product. Everything else is purely speculation.

I was obviously pointing out your claims that 28 nm etc. had been announced earlier. It's easy. Just quote a post.

28nm gen3 was announced in the interview a few weeks ago and possibly before that.

[damiano]

over 300BTC in the AM wallet now =)

[hlynur]

For the third time: provide link or STFU.

perhaps i don't get the context,
but mentioned interview was done by a user from chinese subforum and found its way to AM-thread:
https://bitcointalk.org/index.php?topic=99497.msg3404411#msg3404411

http://v.youku.com/v_show/id_XNjI1OTIxMTc2.html

One of our group members in Chinese community had an interview with Friedcat today. Above is the brief introduction of what Friedcat has done and planned to be accomplished in the next months.
To be short:
1. 1000T would be released around Nov 7th. These chips may be sold or deployed, depending on the situation then.
2. 2nd Gen chips have already been developed long time ago. But they were delayed to deploy considering the unsatisfactory performance.
3. 3rd Gen chips were also under development during that period. It is already developed now but still under test. It is expected to become a mature product in Feb 2014, which means its key indicators would be much better than those of its competitors. It is estimated that the network hashing power would be 1000p then, while Friedcat would deliver several hundred of it.

[KS]

Gen3 is 40nm anyway.