ASICMINER: Entering the Future of ASIC Mining by Inventing It

[Mabsark]

People were saying the same about gen 3 a few hundred pages back.

So what? Gen 3 may not be as efficient as some other chips, but it's certainly competitive based on price and is certainly not a complete disaster. So, I'm not sure what point are you actually trying to make. AM Tubes actually have a pretty good value (a combination of efficiency and cost) per volume despite BE200 not being the most efficient ASIC. The price and size offset the efficiency.

[stompysteve]

Has anyone received a sig ad payout?

im assuming everyone on the list did the OP also notified me im a sr. member now which i didnt notice  so extra .05
if they have money to spend for sig campaign and are continuing it, sales must be going good enough

[silverfuture]

Someone is trying to get a good AM position on Havelock without moving the price up too much.

[RoadStress]

Hi Guys

My Findings regarding mining addresses:
.......

I know that people will bash me, but I will still state my view. Usually on this forum (especially in the Hardware section) people that come and give any kind of information on their first/firsts posts is usually frowned upon, yet here it's the other way around. I'm not saying anything else and I can't wait to see how will this develop.

[jdany]

Hi Guys

My Findings regarding mining addresses:
.......

I know that people will bash me, but I will still state my view. Usually on this forum (especially in the Hardware section) people that come and give any kind of information on their first/firsts posts is usually frowned upon, yet here it's the other way around. I'm not saying anything else and I can't wait to see how will this develop.

I am always suspicious of those users.
The optimist says it was someone in-the-know who was trying to share positive news without really giving anything away.
The pessimist says it was some dick just messing with us - and created a new account so we won't kill them when we find what they said untrue.

[jimmothy]

Hi Guys

My Findings regarding mining addresses:
.......

I know that people will bash me, but I will still state my view. Usually on this forum (especially in the Hardware section) people that come and give any kind of information on their first/firsts posts is usually frowned upon, yet here it's the other way around. I'm not saying anything else and I can't wait to see how will this develop.

I am always suspicious of those users.
The optimist says it was someone in-the-know who was trying to share positive news without really giving anything away.
The pessimist says it was some dick just messing with us - and created a new account so we won't kill them when we find what they said untrue.

What about actually reading what he had to say and drawing your own conclusions?

He never claimed any insider info, he simply pointed out that there is a correlation between those two addresses which anyone can verify via the blockchain.

[jdany]

I get it.
But why hatch a new account to pitch the info.

[drasted]

I get it.
But why hatch a new account to pitch the info.

Maybe he just didn't have an account before.

[jjdub7]

People were saying the same about gen 3 a few hundred pages back.

So what? Gen 3 may not be as efficient as some other chips, but it's certainly competitive based on price and is certainly not a complete disaster. So, I'm not sure what point are you actually trying to make. AM Tubes actually have a pretty good value (a combination of efficiency and cost) per volume despite BE200 not being the most efficient ASIC. The price and size offset the efficiency.

The quantity of gen3, despite the failings in the design's efficiency, allowed enough of a margin on the project to stay in the fight for the top chip producer.  Gen4 needs to be able to beat that efficiency mark and still make the large-scale quantity orders that we saw with gen3.

Can anyone give info on which of AM's chips are in current mining hardware from hardware partners (namely RockMiner)?

[jdany]

I get it.
But why hatch a new account to pitch the info.

Maybe he just didn't have an account before.

Possibly, but unlikely

[necro_nemesis]

Based on the information provided the gen4 is coming along according to schedule. There will be some time span in which it will be evaluated. However, to put things in perspective any new chips will not move the profit margins too much. Profit margins are mainly a function of BTC price, network power and average upkeep costs. The tech has moved quickly in the last 2 years and is hitting Moore's barrier pretty hard. Main profits will likely come from innovative ways to reduce capex and opex, which not necessarily requires the latest chips.

I really don't see why there is such concern for Gen4. From Jutarul's statement it appears the current concerns are with the size of the network, the cost of maintaining what they presently have or will have and the price of BTC.

[Mabsark]

The quantity of gen3, despite the failings in the design's efficiency, allowed enough of a margin on the project to stay in the fight for the top chip producer.  Gen4 needs to be able to beat that efficiency mark and still make the large-scale quantity orders that we saw with gen3.

Can anyone give info on which of AM's chips are in current mining hardware from hardware partners (namely RockMiner)?

Whether gen 4 is good or bad, large quantities of chips will be produced regardless in order to cover the costs. As for which of AM's chips are in current hardware, BE200 is in all of them as that's the only chip they're currently making and selling. I don't think that was what you meant to ask though as the answer was simply too obvious. Did you want to know what hardware is BE200 based?

I really don't see why there is such concern for Gen4. From Jutarul's statement it appears the current concerns are with the size of the network, the cost of maintaining what they presently have or will have and the price of BTC.

When would they not be concerns?

[jjdub7]

The quantity of gen3, despite the failings in the design's efficiency, allowed enough of a margin on the project to stay in the fight for the top chip producer.  Gen4 needs to be able to beat that efficiency mark and still make the large-scale quantity orders that we saw with gen3.

Can anyone give info on which of AM's chips are in current mining hardware from hardware partners (namely RockMiner)?

Whether gen 4 is good or bad, large quantities of chips will be produced regardless in order to cover the costs. As for which of AM's chips are in current hardware, BE200 is in all of them as that's the only chip they're currently making and selling. I don't think that was what you meant to ask though as the answer was simply too obvious. Did you want to know what hardware is BE200 based?

Yep - although looking again at RockMiner's timeline, I'm guessing they're all the same chip.  Gen3 (BE200) or earlier?  For everything they have?

[Mabsark]

Yep - although looking again at RockMiner's timeline, I'm guessing they're all the same chip.  Gen3 (BE200) or earlier?  For everything they have?

RockMiner was created specifically to build BE200 miners for sale and self mining. The CEO used to be an AM gen 1 reseller before that.

There should be two types of BE200 though, a.k.a. gen 3 and gen 3.1, but there was never any real info released about it (what a surprise) so I'm not sure what he actual differences are between the revisions.

[necro_nemesis]

When would they not be concerns?

Now apparently when you have a board member stating it is of considerably less significance than the other factors he gave.

[hl5460]

Lixiaolai, one of the most famous guy among Chinese btc circle, said he held "6-figure" bitcoins. Someone found that he held at least 3319 AM shares.

[drasted]

Lixiaolai, one of the most famous guy among Chinese btc circle, said he held "6-figure" bitcoins. Someone found that he held at least 3319 AM shares.

What's the relevance of that. What is he famous for? Does he have any effect on asicminer?

[jjdub7]

Lixiaolai, one of the most famous guy among Chinese btc circle, said he held "6-figure" bitcoins. Someone found that he held at least 3319 AM shares.

What's the relevance of that. What is he famous for? Does he have any effect on asicminer?

It means that there are others there who may be seeking a board seat to get a closer view on the current situation.  Speaking of which, Havelock holds like 5 board seats - why isn't board info disseminated to shareholders or what is the situation there?

[drasted]

Lixiaolai, one of the most famous guy among Chinese btc circle, said he held "6-figure" bitcoins. Someone found that he held at least 3319 AM shares.

What's the relevance of that. What is he famous for? Does he have any effect on asicminer?

It means that there are others there who may be seeking a board seat to get a closer view on the current situation.

How do you figure that he's seeking (or might be seeking) a board seat? All that shows is that during some point while asicminer was paying dividends that guy owned a certain amount.

Sure there's a chance that he is, but there's just as much chance that anyone else is too.

[jjdub7]

Lixiaolai, one of the most famous guy among Chinese btc circle, said he held "6-figure" bitcoins. Someone found that he held at least 3319 AM shares.

What's the relevance of that. What is he famous for? Does he have any effect on asicminer?

It means that there are others there who may be seeking a board seat to get a closer view on the current situation.

How do you figure that he's seeking (or might be seeking) a board seat? All that shows is that during some point while asicminer was paying dividends that guy owned a certain amount.

Sure there's a chance that he is, but there's just as much chance that anyone else is too.

It accounts for part of the demand (higher prices) during that time as well.  Also, you don't generally sit on the sideline with 2/3 of a board seat in any company after 6 months of slowly buying in without pushing for the full board seat.  That leaves far less demand to be accounted for by variance if you were trying to price the market.

"Does he have any effect on asicminer?"

Seeing as he owns ~0.83% of the company, yes he has a nominal effect.  He owns enough to move the already-thin market.  If he decided he didn't want to be a board member tomorrow and sold on the exchange, it would send the price through the floor, making shareholders more resentful, which (in a company with normal capital structure) may be enough to call a board meeting and replace the CEO.  That probably won't happen here, as most shareholders still seem relevantly confident that FC is the man for the job (just the the job is becoming more complex and also idk if shareholders have voting rights or if AM "shares" aren't actually shares at all but rather depository receipts, which IIRC is the actual case here).