We are now at 200 Petahash for the Bitcoin network, and it is still growing as we speak. There is a good chance FriedCat has something to do with this, I would be patient over the rest of August as this story unfolds. If the price of Bitcoin stays in the $500-$600 USD range, rising difficulty and dropping BTC price will push many of AM's competition into a situation where they either mine at a loss and wait for the price to ramp up, or turn off their miners.
In the approaching environment, whomever can deploy hashrate onto the network at the cheapest cost per GH is going to make bank. AM may well flood the network with cheap to run Gen3 chips and put the hurting on the competition. This is in-line with ASIC MINER's stated goal for the remainder of 2014, so we could see some fireworks soon (along with a lot of upset miners).
+1
why not AM build a public hashrate pool? The affiliates can join this pool, then the pool will be big enough to attract outsiders. Our dividends will include the fees, at least AM's affiliates don't need to pay the fee to other pools.
Yep, they should. Even with a pool fee for outsiders of something small like 0.1%, this would begin to offset electrical costs for hosting the servers, etc and of the overall operation. And its a much smaller fee than most pools, so I'm sure you'd start to see some pull-back from other pools as people switched. It would also make the AM pool larger, decreasing the variance between blocks (and therefore should add value to the share price in this manner).