Author

Topic: ASICMINER Speculation Thread - page 114. (Read 808847 times)

full member
Activity: 196
Merit: 100
September 15, 2013, 03:07:34 AM
It looks like friedcat hasn't been hashing entirely solo lately.
http://blockchain.info/tx/312456452d65828326ce1825e28aef4b45f12ca0bc3f0e830bec47860f6b0980
sr. member
Activity: 476
Merit: 250
September 14, 2013, 06:58:24 PM
difficulty just shot beyond 112M, let's see that AM hash rate rise, baby!
sr. member
Activity: 476
Merit: 250
September 14, 2013, 05:41:22 PM
Watch Friedcat flipping switches after block 258048.

I hope he does something, it was creeping back up, but now seems to be slumping again.

I hope we have some serious hardware sales to make up the difference on the dividend next week.  There was a discussion in the other thread about some hardware revenue, I think like 2000+ btc that didn't get included in last week's dividend, so that might help.
full member
Activity: 196
Merit: 100
September 14, 2013, 05:26:27 PM
Watch Friedcat flipping switches after block 258048.
full member
Activity: 196
Merit: 100
September 14, 2013, 04:31:34 PM
miniblades?
sr. member
Activity: 336
Merit: 250
♫ the AM bear who cares ♫
September 14, 2013, 03:22:30 PM
In the grand scheme of things it doesn't matter if FC is unprofessional?

Okey doke.

look at the bolded part, please ;-)

You're the one choosing to focus on me while ignoring the important part. I would be acting rationally and I suspect I wouldn't be the only one.
sr. member
Activity: 406
Merit: 250
September 14, 2013, 03:20:10 PM
In the grand scheme of things it doesn't matter if FC is unprofessional?

Okey doke.

look at the bolded part, please ;-)
sr. member
Activity: 476
Merit: 250
September 14, 2013, 03:19:53 PM
ok, right, thanks for that.

So, if this PM is true (remains to be seen), the Oct 7 will be Gen1 v3

Agreed.

I wouldn't take anything away from that PM besides being extra alert for an update in the next 72 hrs.

yeah, I will be watching eagerly for an update.  If it is confirmed, I imagine we'll see a decent boost in share price.  People will see new hardware as a positive sign.
sr. member
Activity: 336
Merit: 250
♫ the AM bear who cares ♫
September 14, 2013, 03:16:18 PM
https://bitcointalksearch.org/topic/m.2788821

Gen2 is Nov-Dec.

Sept-Nov is just more Gen1 hardware sales.

ok, right, thanks for that.

So, if this PM is true (remains to be seen), the Oct 7 will be Gen1 v3

Agreed.

I wouldn't take anything away from that PM besides being extra alert for an update in the next 72 hrs.


You want your company run by someone that hands out inside info in the hopes of pissing people off?

My understanding is that FC is very professional. I will be even more bearish if it turns out he isn't.

So? Do what you want. In grand scheme of things it doesn't matter  Smiley

In the grand scheme of things it doesn't matter if FC is unprofessional?

Okey doke.
sr. member
Activity: 406
Merit: 250
September 14, 2013, 03:15:37 PM

You want your company run by someone that hands out inside info in the hopes of pissing people off?

My understanding is that FC is very professional. I will be even more bearish if it turns out he isn't.

So? Do what you want. In grand scheme of things it doesn't matter  Smiley
sr. member
Activity: 476
Merit: 250
September 14, 2013, 03:15:23 PM
https://bitcointalksearch.org/topic/m.2788821

Gen2 is Nov-Dec.

Sept-Nov is just more Gen1 hardware sales.

ok, right, thanks for that.

So, if this PM is true (remains to be seen), the Oct 7 will be Gen1 v3
sr. member
Activity: 336
Merit: 250
♫ the AM bear who cares ♫
September 14, 2013, 03:10:47 PM
and way ahead of expectation. Because according to previous timeline, we are expecting 2nd gen hashing in december at best.

I can't remember the exact timeline, but I seem to recall something about Gen2 being assembled in Sep/Oct.  Does anyone have that little 3 line schedule?

https://bitcointalksearch.org/topic/m.2788821

Gen2 is Nov-Dec.

Sept-Nov is just more Gen1 hardware sales.
sr. member
Activity: 476
Merit: 250
September 14, 2013, 03:09:28 PM
and way ahead of expectation. Because according to previous timeline, we are expecting 2nd gen hashing in december at best.

I can't remember the exact timeline, but I seem to recall something about Gen2 being assembled in Sep/Oct.  Does anyone have that little 3 line schedule?
sr. member
Activity: 336
Merit: 250
♫ the AM bear who cares ♫
September 14, 2013, 03:05:46 PM
And from the perspective of fundamental analysis, they are overvalued even if FC delivers as expected. The shares are priced on that assumption.

it depends on what happens, but if Oct 7 is truly Gen 2, then he is way ahead of competition.  I think the market will see shares as undervalued.

and way ahead of expectation. Because according to previous timeline, we are expecting 2nd gen hashing in december at best.


Which is yet another reason to be skeptical of an unverified PM from a forum no-name.

And maybe friedcat chose this channel for the info just to piss Vycid off. And it's working Cheesy

You want your company run by someone that hands out inside info in the hopes of pissing people off?

My understanding is that FC is very professional. I will be even more bearish if it turns out he isn't.
sr. member
Activity: 406
Merit: 250
September 14, 2013, 03:04:38 PM
And from the perspective of fundamental analysis, they are overvalued even if FC delivers as expected. The shares are priced on that assumption.

it depends on what happens, but if Oct 7 is truly Gen 2, then he is way ahead of competition.  I think the market will see shares as undervalued.

and way ahead of expectation. Because according to previous timeline, we are expecting 2nd gen hashing in december at best.

And maybe friedcat chose this channel for the info just to piss Vycid off. And it's working Cheesy
sr. member
Activity: 476
Merit: 250
September 14, 2013, 03:02:01 PM
And from the perspective of fundamental analysis, they are overvalued even if FC delivers as expected. The shares are priced on that assumption.

it depends on what happens, but if Oct 7 is truly Gen 2, then he is way ahead of competition.  I think the market will see shares as undervalued.
sr. member
Activity: 336
Merit: 250
♫ the AM bear who cares ♫
September 14, 2013, 02:51:13 PM
If this October 7 stuff gets confirmed, it might be the last moments to get cheap shares  Roll Eyes

These are only cheap shares relative to the most recent high.

Relative to the IPO these shares are ludicrously expensive.

And from the perspective of fundamental analysis, they are overvalued even if FC delivers as expected. The shares are priced on that assumption.

Investment lesson #1: Just because something had a high price in the past, does not mean it will ever regain that price in the future.

Anyway, it sounds like we should expect an announcement in 48-72 hours, or else that PM was intended to pump up shares.
sr. member
Activity: 476
Merit: 250
September 14, 2013, 02:46:55 PM
If this October 7 stuff gets confirmed, it might be the last moments to get cheap shares  Roll Eyes

yes, for real.

Does anyone have the link/quote to the timeline?  I seem to remember Gen2 would be assembled Sep/Oct

legendary
Activity: 1512
Merit: 1012
Still wild and free
September 14, 2013, 02:36:13 PM
If this October 7 stuff gets confirmed, it might be the last moments to get cheap shares  Roll Eyes
sr. member
Activity: 476
Merit: 250
September 14, 2013, 02:19:49 PM
This was posted in the main thread:

I have send fiedcat a pm asking fo the timeframe.

This is the response I received.  Can't say I understand it, but it sounds like September 16 there will be more info or a new post to clarify:  

Quote
Hi,

Here is the timeline:

Now - continuously supply of block erupter USBs
September 16 - restocking of new blades
October 7 - releasing of newer products

We would compensate with new blades or a combination of the above three. But anyhow we will start compensating(collecting information and shipping) at September 16.

Best regards,

friedcat



Does anyone know what this part means: "October 7 - releasing of newer products"

newer products?  Is that like G1 V3 blades?  Or G2?  I know assembly for G2 was planned for this time...
Jump to: