Depends how low they sell. I'm doing the maths on ActiveMiner vs AsicMiner (AM) at the moment. I've got more AsicMiner holdings than ActiveMiner and expect AM to go up very significantly now. If they hit 6, which is unlikely but possible, the equivalent price of ActiveMiner must be 0.0032 to have made it break even to hold this morning (@4.7 BTC for AM) or 0.029 if AM hits 5.5. AM is almost certainly going to hit 5 within 24 hours
Next week's AM dividends are expected to be good plus I believe an announcement is due so we may find ActiveMiner shares available below 0.003 (up to 20% profit) so some may cash in for AsicMiner again.
Decisions decisions. I may just go 50:50 on each for now.
Penny for anyone else's thoughts?
To be fair, I still have concerns over ActiveMiner having researched its founder and background more. Too many basic mistakes, not enough clarity, and then yesterday's pull at 150k then a push of 250k somewhat later (Bitfunder). The basic plan is fine, but there is a lot to prove.
The pull/push of shares was because on Bitfunder all shares receive dividends, so in order for only the outstanding to receive them, he had to pull the wall, de-issue them, pay the dividend, re-issue them and post them again.
The only left expense to pay besides the NRE is the ~63 avalon clones that are going to host the incoming 20,000 chips (they are gonna be 4 board systems, at ~90GH/s each).
I don't like to speculate a lot about Asicminer, but I'll just say I'm not really seeing the price rise unless there is definitely some next-gen news or more hashrate incoming; their mining+selling values are more or less constant in the last weeks, so that tends to keep the share price constant also.
