Hi Ken,
I would appreciate it if you could address these questions in your next update. Thanks
1) What is the estimated $ per GH costs for the full deployment of the 55nm chips. This includes (but not limited to) chip cost, board cost, controller cost, set up costs, coding costs, rent, power, staffing, security etc.
2) What were the fixed costs for the 55nm chip. This includes (but not limited to) IP costs from the two new engineers (monetary or otherwise), NRE costs for the tapeout, fixed design costs for boards (if not amortised into the per unit deployment cost in Q1).
3) What are the limits (if any) to the space/power available in our chosen data centre.
Regards,
wasubii
These questions if answered would help the competition, don't you think?
Hi Ken,
I am afraid i have to respectfully disagree. What could the competition do given that information?
The fact is, that everyone who is mining is doing everything they can to get as much hash online as possible - information from us as to what we are doing will not help or hinder them in that respect.
Or perhaps i am missing something?
How do you think they could use that information for their benefit or our detriment?
Regards,
wasubii
I think any information about what are cost are would not be good to release. I don't know how they would use the information; however, if they don't have it, then I don't have to worry about how they would use it.
Hi Ken,
Thanks for your reply
I would argue that the answers to those questions above should be known to shareholders, both current and future. The future performance of the company hinges on this information and it doesn't fall under any type of NDA as far as i can tell.
If a competitor was thinking about copying what we were doing they could easy go out and get quotations for a 55nm mask, controller boards, mounting costs, hosting costs etc. I don't see how revealing these figures could possibly damage ActM, but conversely, i believe that releasing them would improve perceived transparency (something you are not known for) and boost investor confidence. You have already given the W per GH/s figures for the 55nm chips, you have also hinted at the level of our electricity costs (although as per usual you worded it very freely - much like your 'we have shipped products'). Why not release the rest of the information?
Your argument above is a weak one - this is a publicly traded company and shareholders expect to be given key information - i believe the answers to the questions above fall within the realm of information that should be released to the shareholders.
I for one am doubting that the 55nm chips are going to ROI after you take into account the IP costs, mask set and crucially, the deployment costs.
However, if the 55nm IP from the two new engineers is also the basis for the new fully custom 28nm chips, then the IP costs would figure into the ROI calculation for the 28nm chips as well - which gives a much better picture for the 55nm chips because the costs are spread out over both types of chips.
I understand that you prefer to not release any information at all - to date you have been incredibly secretive and in my opinion, that has damaged both your personal reputation and that of the company. In this new field of unlicensed, unregulated BTC securities there seems to be little shareholders can do to hold you to account - hence the endless jumping up and down and shouting on the thread.
I beg you to reconsider your stance on answering the above three questions - i really think it is in everyone best interests for you to be more open with us shareholders.
Regards
wasubii
Expect a good update tomorrow.
ZumZero, don't pout, you will be rich, also.
