Topic: ASICMINER: Entering the Future of ASIC Mining by Inventing It - page 578. (Read 3917468 times)

Yes but it was not clear whether 40nm would be gen2 or gen3. The next gen will most likely be 40nm.

40nm is clearly stated in the latest financial report.

Who cares if 28 or 40? The most important is 0.2W/GH, isn't it?

No info regarding the chip size is confirmed. But with the little info we have it does look like 40nm might be gen3

Really? Man... all this floating infos... i was convinced that friedcat works on 28nm... ok... then gen3 Asicminer ist 40nm...

Both are correct. Gen2 was 55 or 65nm (can't be bothered to look it up, it's dead) and was scrapped. Gen3 is 40nm and that's what's coming next after Gen1.

Found the list of shares though its 4 months old now unfortunately. There is nothing newer?

https://docs.google.com/spreadsheet/ccc?key=0AtqphFCP56ordGVCakJxSU90MlB4MlBkZENya25pS2c#gid=9

Regarding shipping... the problem is probably nearly not existing when he sells miners only to resellers and with a minimum units per shipment. Then shipping cost wouldnt matter much.

What i mean is it would be bad for enduser sales since endusers only check the prices for the miners and dont care about shipping cost for the moment. Even all the comparing websites only take the normal miner prices to compare. If a cube for 1BTC includes shipping cost and a miner form another company with the same specs doesnt contain shipping cost but is 0.95BTC because of that then it looks like Asicminer is a bit more expensive and most people want to get things the cheapest way. So at compare lists like http://mining.thegenesisblock.com/ asicminer would have a disadvantage from the start.

Of course friedcat would receive more money when customers buy more miners in one shipment but customers have to get to that point first.

Thats why i think its best to price miners at 0.95BTC, have the miners look more competitive this way and each customer will pay the shipping cost at the end without thinking much about it. Even when he would think carefully before if another miner would be a small bit cheaper.

I only think its an advantage that i always would use if possible.

Of course its relatively theoretical if he only trades with resellers.

I don't know if he includes it or not, but I expect he does.  It's not a bad thing, because he earns in BTC and shipping is paid in Fiat.  It certainly won't make up 20% of the sell price.

Can someone give me the link with the direct shares listed together with the amount of shares and the div-address?

friedcat sells bulks to resellers (probably shipping included in price) and resellers sell to customers, shipping extra

I disagree.
Customers always pay shipping costs, they are included in the price.
When somebody buys more than one unit, shipping costs are paid multiple times but actual costs won´t rise much.

Q) Can Lophie change ONE letter and make this post very very scary and inaproperiate?

A) YES,!

Next is 40nm? I think gen2 was scrapped because it didnt work and friedcat moved on to work with gen3 because it was more promising? So whats correct now?

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Is friedcat still selling miners for a price that includes the shipping cost? Thats bad business practice since buyers will compare to other miners and those wont have the shipping cost included for sure. Its better to be able to show a price that is a bit better and at the end of ordering put the shipping cost on top. At that point a customer doesnt care anymore about shipping cost because he awaited it. But including it from the start will drive potential customers away.

Shouldn't the share price rather be discussed here: https://bitcointalksearch.org/topic/asicminer-speculation-thread-235763 ?

 

No, of course I don't compare them in that way. Sorry, if this was not clear. The price spiked based on the press release (which was foreseeable), tumbled and then slowely slided down and might come back up, if ActM delivers.

The similarity is that AM made an announcement of gen 3, the market reacted, but if there is nothing new in the mid-term, I see the same happening till AM delivers.


3000 out of 9000 were ordered. Though Carnary's 100 were sold within 24 hours, so it takes probably only a short timeframe.

How many asic companies are there that are delivering in-hand hardware and not needing to rely on pre-orders to develop it? How many companies in the world (virtual or not) are there that have no debt?

why do you assume that?  We've been deducting revenue for weeks to pay for that.  Why do you assume FC doesn't have the money for Gen3 already?

certainly not, but 80% profit on product you have already paid for is low.

Why?  they just sold 3000 in a week or so at close to 1.5.  I imagine they can sell another 3000 next week for 1.25, and the next 3000 at 1.  evenm if it takes them all of December to sell them, I think you'll find that the average price will be higher than .8 btc.

When has he ever done that?  He pays out the dividend when he has it, he doesn't hold it to give dividend for later months.

Yes, the cost of these cubes may have been paid already, but costs for the gen3 chips will be deducted from these sales. So still no reason assume revenue == profit. Moreover, assuming the rest 6000 can be all sold at .8 btc is very optimistic already considering the competition and difficulty increase. Finally, even the dividend is stable at 0.004 for the rest of this year. How about Jan - Mar 2014? I believe friedcat has to hold some dividend to cover those three months. So I will not be surprised if the dividend keeps around 0.002 for the next four months.

Someone is reading the forum with their calculator handy. We already know how tied the share price is with the dividend. Does anyone think it won't work in reverse?