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Topic: ASICMINER Speculation Thread - page 128. (Read 808905 times)

legendary
Activity: 1212
Merit: 1037
September 05, 2013, 09:35:30 AM
I've already stocked up at 2.01
sr. member
Activity: 336
Merit: 250
♫ the AM bear who cares ♫
September 05, 2013, 09:32:51 AM
good time to buy? or wait a bit longer?

Wait for 1.5 at least.
sr. member
Activity: 420
Merit: 250
September 05, 2013, 09:30:15 AM
I was seeing a lot of money going from other securities into ActM yesterday, but today, I just see people cashing out of AM.

Makes no sense, yesterday dividends were good. Are we missing some news?

I can't help but feel that somebody knows something that I don't...


No one knows anything you don't.  It's just the usual bitcoin panic. Everyone has been so eager to sell everything for months.

It's just fear.
hero member
Activity: 504
Merit: 502
September 05, 2013, 09:25:17 AM
Massive DDoS attacks on popular gambling sites.
Chinese whale selling btc across 11 exchanges.
Ebay fishing in btc space.
Wholesale selling of securities across most security exchanges.
Obama and Kerry make case for backing Crips against the Bloods.

Take your pick. It's a crazy day.
legendary
Activity: 1008
Merit: 1000
September 05, 2013, 09:18:54 AM
I was seeing a lot of money going from other securities into ActM yesterday, but today, I just see people cashing out of AM.

Makes no sense, yesterday dividends were good. Are we missing some news?

I can't help but feel that somebody knows something that I don't...
hero member
Activity: 504
Merit: 502
September 05, 2013, 09:16:58 AM
Half-off sale on Thursday 9/5/2013 only!

Buy AsicMiner passthrough shares on BTC-TC at an incredible 50% off retail!

Good only while supplies last. Buy today, they won't last long at these prices!

Smiley
legendary
Activity: 1512
Merit: 1012
Still wild and free
September 05, 2013, 09:13:05 AM
Keep in mind that these prices are set by relatively low volumes.
legendary
Activity: 1008
Merit: 1000
September 05, 2013, 09:09:47 AM
40% yield assuming a 0.014 dividend? The bears have gone crazy.
legendary
Activity: 1190
Merit: 1001
September 05, 2013, 09:09:41 AM
I was seeing a lot of money going from other securities into ActM yesterday, but today, I just see people cashing out of AM.

Makes no sense, yesterday dividends were good. Are we missing some news?
legendary
Activity: 1064
Merit: 1000
Bitcoin is too valuable to be used as a currency
September 05, 2013, 09:07:23 AM
good time to buy? or wait a bit longer?
sr. member
Activity: 476
Merit: 250
September 05, 2013, 09:05:10 AM
I was seeing a lot of money going from other securities into ActM yesterday, but today, I just see people cashing out of AM.
sr. member
Activity: 476
Merit: 250
September 05, 2013, 09:03:39 AM
1.99 on BTCT. ouch.
hero member
Activity: 752
Merit: 500
bitcoin hodler
September 05, 2013, 08:57:14 AM

The IPO price was 0.1BTC, when BTC was $10 or so. Let's say he invested $1k, or 100BTC.

The price now is 2.35. His 100BTC would be worth 2,350BTC, or $282,000.  Easily enough for two college educations, although you're right he wouldn't be able to sell all his shares in one shot (at least not on BTCT) he should be able to gradually sell them over a couple weeks.

why would he sell them when he can pay the tuition from dividends?
full member
Activity: 181
Merit: 100
September 05, 2013, 08:38:18 AM
Price is going down? 2.2 @ BTCT, 2.18 @ BitFunder
Something happened?
full member
Activity: 238
Merit: 100
September 05, 2013, 02:44:06 AM
Even at today's prices that guy will be able to put his kid through college many times over.
That's not how it works.
Either the guy had invested 1 BTC and expects 10000% returns.
Or he invested his life savings and he won't be able to sell without making the price crash.

The IPO price was 0.1BTC, when BTC was $10 or so. Let's say he invested $1k, or 100BTC.

The price now is 2.35. His 100BTC would be worth 2,350BTC, or $282,000.  Easily enough for two college educations, although you're right he wouldn't be able to sell all his shares in one shot (at least not on BTCT) he should be able to gradually sell them over a couple weeks.
sr. member
Activity: 336
Merit: 250
♫ the AM bear who cares ♫
September 04, 2013, 02:56:02 PM
It is really guess territory here, but what I find most likely is that AM will still do what has lead them to success: focus on something that is quick to design/build. So I would say 65 or 55, with a 3rd generation of 28 later. People tend to give too much importance to this aspect even if the electricity bill is really far from having any significant impact in the mining industry for the moment.


It has little to do with Electricity cost and more to do with being able to use MUCH less space with MUCH greater Hashrate.

Look at the size of his blades, they do 10-12GH, with 28nm he would be able to do ~500GH or more with that same space more than likely making it much easier to scale and keep a steady hash rate while minimizing maintenance.

But I also agree with you that he could also likely do a 55nm chip and still be in a really good position.

Yeah, this is the key thing.  A single Cointerra chip replaces 50 asicminer blades.

But it's not just space, it's also PCB cost. PCBs and SMT aren't free, and they don't take zero time.  A single massive chip will cost far less to mount and deploy, but cooling a chip like that may be more difficult.

Hence the synergy in reducing power draw, one of CoinTerra's primary objectives. Less power in, less heat out.
full member
Activity: 238
Merit: 100
September 04, 2013, 02:40:17 PM
It is really guess territory here, but what I find most likely is that AM will still do what has lead them to success: focus on something that is quick to design/build. So I would say 65 or 55, with a 3rd generation of 28 later. People tend to give too much importance to this aspect even if the electricity bill is really far from having any significant impact in the mining industry for the moment.


It has little to do with Electricity cost and more to do with being able to use MUCH less space with MUCH greater Hashrate.

Look at the size of his blades, they do 10-12GH, with 28nm he would be able to do ~500GH or more with that same space more than likely making it much easier to scale and keep a steady hash rate while minimizing maintenance.

But I also agree with you that he could also likely do a 55nm chip and still be in a really good position.

Yeah, this is the key thing.  A single Cointerra chip replaces 50 asicminer blades.

But it's not just space, it's also PCB cost. PCBs and SMT aren't free, and they don't take zero time.  A single massive chip will cost far less to mount and deploy, but cooling a chip like that may be more difficult.
full member
Activity: 238
Merit: 100
September 04, 2013, 02:35:00 PM
When it was ActimeMining's IPO (or whatever it was called back then), some guy wrote "this is putting my kids through college".

 Undecided Cry

Even at today's prices that guy will be able to put his kid through college many times over.
legendary
Activity: 1834
Merit: 1094
Learning the troll avoidance button :)
September 04, 2013, 02:33:30 PM
I think you are Mircea Popescu, just another one of your accounts, may as well put PR on the end of your name.  

Oooo! I DO like the sound of Vycid-PR.

Perhaps I shall start riding camels in ill-fitted suits as well.

In other news, divs next week are shaping up to be brutal. With the diff increase, mining revenues are gonna be less than 0.05/share, and if FC has really sold out of hardware... well.

Perhaps he's got something else in that box of tricks, but that box is going to be empty sooner or later.

For some reason I want to see this picture so +1
But make sure to include a sandstorm  Grin

Anyways tentatively calling trend reversal but I'll wait a few more weeks to confirm that suspicion to be aligned with Friedcat's schedule.
sr. member
Activity: 336
Merit: 250
♫ the AM bear who cares ♫
September 04, 2013, 02:26:12 PM
I think you are Mircea Popescu, just another one of your accounts, may as well put PR on the end of your name.  

Oooo! I DO like the sound of Vycid-PR.

Perhaps I shall start riding camels in ill-fitted suits as well.

In other news, divs next week are shaping up to be brutal. With the diff increase, mining revenues are gonna be less than 0.05/share, and if FC has really sold out of hardware... well.

Perhaps he's got something else in that box of tricks, but that box is going to be empty sooner or later.
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