Dave, can you give us an idea of the schedule now based on the Fab delay? Specifically, does it look as though the delay will affect October orders?
October orders are not affected by any August delays at this point. If anything they are a learning experience to streamline the process.
Do you have any idea when October orders will ship? There is a huge difference in potential earnings between an early October deliver and a late October delivery. Given how fast the difficulty is increasing, and the fact that there will likely be three difficulty increases in October, having such a large delivery window makes it impossible for a potential buyer to make an informed decision.
I have no information or insight into this. In fact, I doubt that Dave could answer this either. Speaking from my experience with other ASIC suppliers though, it is exceedingly difficult to give estimates accurate to even a week with Asic timelines involved- Many different suppliers, individuals and sources must come together all at once for the date to be hit. We put the same pressure to deliver fast and reliably on our suppliers that we feel from our customers, and they often give us overly-optimistic date estimates. We add time estimates to compensate for this, but it doesn't mean we will be more accurate than what we were given. If anything the Bitfury team tends to come closer to their estimates than other suppliers, if that is any consolation.
If we give you an estimate and something outside our control causes us to miss that estimate, it reflects very poorly on us regardless of whether it was preventable. I can assure you that A. we will be doing everything we can to anticipate blockers and delays to prevent or work around them, and B. we will communicate timelines with you as soon as we are confident that we can hit them. We won't be "shipping in two weeks" forever like other companies. Thanks for understanding.
They are giving you the same you would make with mining minus all other associated costs until they ship your hardware and you are still fussing? Bizarre.
