I will link this once again:
https://bitcointalksearch.org/topic/m.2788821 and highlight this:
We will rent the excessive hashing power to financial and technical capable people, accepting full deposits at the market price, shipping the devices and collecting a certain PPS rate based on the theoretical hashrate. The PPS rate, the dividing of cost coverage, as well as warranty/exit strategy are being discussed in detail and executed as small-scale experiments.
This means that even if the hasrate we can see is lower, it doesn't mean that asicminer power on the network is decreasing.
It would help if friedcat could specify what he considers "excessive hashing power". Otherwise, we are left guessing exactly what that means. When this statement was first released, I assumed he was referring to new mining equipment that was not even online yet. All I'm asking for is that a little more information be provided when communicating with shareholders so they don't get spooked as the network hashrate continues to rise exponentially.
OMG! He is not an oracle so he used that phrase to speak the truth, yet keep some room for decision making along the way.
Excessive is what is more profitable to sell directly instead of deploying.
There were couple of batches ordered from foundry (from my memory):
Early this year something about 12.5 which was deployed long time ago.
Then another 50TH which was deployed or sold recently.
Now 250 Thash which is on the way.
After that 1000Thash/s near the end of the year.
And I think we are informed quite well.
