Let's talk about something related. What if, the deal with eAsic is real, and in September or October, the chips flow in, and ActM has better chips faster and before anyone else. And what is ActM ends up mining their own hardware, and selling mining hardware and does well? And what if, with those revenues, ActM does the next thing and develops the following generation of miner, or expands in to other areas of bitcoin development.
Well, that is likely to happen, and more likely than your doom scenarios given what we know about what is in the planning development and negotiation stages.
Once production of the chips begin, eASIC states they will deliver sample chips in 9 weeks, low volume chip production in 12 weeks, and full production in 16-18 weeks. For more information on eASIC please see the links below.
Wouldn't the earliest we'd see the chips would be late November assuming 12 weeks from the end of August?There's a possibility eAsic already started production closer to the beginning of August and they just haven't announced anything but even then with "low volume production" being 12 weeks later that means the earliest we could expect to see chips would be early November if everything went according to the stated schedule.