It really shouldn't come as a surprise when we look at the mining income:
http://runeks.dk/bitcoin/#minedIt's the lowest it's ever been since ASICMiner went 100% solo.
Without hardware sales, there's a long way to 30 mBTC dividends unfortunately.
Imagine a company having to expand its operation by 80% each month! That's been the reality for ASICMiner the past month:
http://runeks.dk/bitcoin/diff.txtThe difficulty has risen by an average of 25% per adjustment for the past month. That's 80% per month! (because when difficulty adjusts 25%, that period will only have taken 14 days divided by 1.25 = 11.2 days).
If this continues (25% difficuty increase every 11 days) then keeping a constant network percentage of, say 10%, will require the addition of 500TH*0.1*0.25 = 12.5 TH every 11 days! That's 1,250 blades every 11 days, or around 110 new blades installed each day. If they work 24/7 that's 4½ blades every single hour just to keep up. And this figure will increase by 25% each 11 days!
Day 0-11: 1250 new blades
Day 11-22: 1550 new blades
Day 22-33: 1950 new blades
Day 33-44: 2440 new blades
Without second generation chips, ASICMiner will keep falling behind unfortunately
