AM is high under valued right now, you can safely assume Friedcat has a very good second generation chip coming (I'd guess it is 28nm considering the long wait to receive it).
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. If they deploy in October which is what is being suggested, I'd venture to say that they have until minimum of February to maintain a very good % of the total network and even after that they will hold onto quite a bit compared to other companies.
Did I miss something? FC never ever spoke about October for the next gen chips availability. November/December were clearly mentioned, and just for testing, in the official update.I'd rather have 65nm in january then 28nm in april :-) So I hope FC will do atmost 55nm 2gen. And you're right, it's planned on november/december for testing, so maybe january for deployment.
We know, AM has 0,5MW power, so efficiency like BFL (5 J/GH) will bring us to 100TH/s.
Are you sating the share price is going to implode ?
