ASICMiner depressed
ASICminer will have to spend a lot of money in the coming weeks (crapton of Avalon chips out into the wild) to ramp up their hash/s to keep their global hash rate. That means less dividends. I see people selling ASICminer in the near term and investing elsewhere. ActiveMining will peel off more than a few of those shares I'm sure.
I wouldn't count ASICMINER rising in the short-term, there are rumors that they have serious hashing reserves and their profit distribution model during hardware sales periods always boost trading price of their shares. When September/October comes around, their business model will be seriously tested as there will finally be a competitive marketplace for ASIC equipment (Bitfury, KnC, Avalon & clones, Terahash? and maybe even more competitive if BFL ever gets their supply/manufacturing chain in order and caught up on pre-orders). I think ASICMINER will hold value until Sep/Oct but then fall down to 2.25-3.25
BTC/share. Your right about one assertion, though, this is
the time to hedge on ActiveMining from ASICMINER as the valuation ratio of ASICMINER/ActiveMining will only decrease as ActiveMining's mining share increases. Once investors realize that ActiveMining is simply not going away, people will hedge.
Where do you see dividends next week? They have to go down a bit if we're just running off Avalon mining revenue.
Mined 86BTC on these dividends right? There will be some slippage, and it depends on shares issued between now and then, but I could see 0.000014 - 0.000016 per being the case
I would love a tidy weekly return of 0.56% — 0.64% (on share price of 0.0025
BTC/share)
maybe Tuesday or Thursday instead? 
