Topic: ASICMINER Speculation Thread - page 236. (Read 808915 times)

Well why say theirs competition now when you have a backlog that still's in 2012  
Being made with hairdryers XD

If you bothered counting the number of orders delivered, you'd find that they have shipped over 200. Why lie about things which are so easily proven false?

So a lot of people need to use fancy hairdryers to make this a reality XD
Manual process here
http://www.youtube.com/watch?v=-eF6FSdur8k

Guys - maybe if we put a video of a mini-itx motherboard being ruined in a heat lamp, people will think we're making ASICs

At an assembly rate of 2 per hour, a single person working 8 hours per day, 5 days per week, could assemble those Minirigs in 39 days.
At an assembly rate of 5 per hour, a single person working 8 hours per day, 5 days per week, could assemble those Singles in 119 days.
At an assembly rate of 10 per hour, a single person working 8 hours per day, 5 days per week, could assemble those Jalapenos in 53 days.

With 2 people assembling Singles, 1 assembling Minirigs and 1 assembling Jalapenos, the backlog could be cleared in 60 days with an adequate supply of components.

You mean this one 
http://www.youtube.com/watch?v=-eF6FSdur8k

Hoooleee crap!

On this list we have 4000 orders totalling 400TH/s but this list is not exhaustive - if you look at the order numbers we can guesstimate that the actual list is around 18000 orders which would be about 1800 TH/s!

Of course in 12 months they haven't even delivered 200 orders so clearing this backlog will take us to 2019

Not true
Friedcat only offer units for a short duration, then does not release anything for several weeks so as not to irritate buyers who might speculate and keep waiting for price decreases.

This was shown when he sold out all the previous batch and paused selling them for several weeks.

Investors will learn if you want a good unit from ASICminer you need to be quick to acquire it  

By doing so he is starting a precedent, so that buyers will recognize the opportunity time is short and will come back and buy more units when a new batch comes out.

Smart tactics, regarding the margins on units while they may be decreasing, the quantity of units sold by all means seems to be increasing as a near monopoly they will be still have a huge demand in the short term. In the midterm as you mentioned which is around October newer units will arrive and keep the demand on ASICminer. The amount of demand will be proportional to the market control they have and their production capabilities vs competitors. As long as they keep a profitable margin their will always be value in their share prices.
And the dividend will complement unit sales and the network they are able to maintain.

Their track record does command a premium as no other reliable high production vendor exists on the market at this time, that premium will remain until such a time a competitor appears that meets the same requirements.

Goodwill does have a value and that is seen in any financial statement.

immediate delivery is what commands a premium.  order today, receive in a week.

until competition can meet those terms, there is no competition.

 I'm pretty sure I could assemble a Minirig in under 1 hour


did you watch that BFL video of the jalapeno teardown?..thanks

Yes, that's the short view.

The long view is that each of these devices poisons ASICminer's customers. They burn every customer in more ways than one. You can only fool your sheep customers a few times before the herd learns to not come back and graze. Friedcat's already said we won't have new chips before October (I'm not sure of the language barrier but the phrasing leads me to believe that he's leaving the door wide open for well after October as a definite possibility--which means they're playing catchup).

If ASICminer comes up with new chips and prices them competitively then it's probably fine, but they will be much, much tighter margins than we're used to as stockholders going forward. If ASICminer thinks that their track record alone commands a premium, they better not stumble or swerve at all. It's inconcievable that every single competitor will goof as badly as BFL has--and even BFL looks to be in good shape for an October price war.

Reality my good sir
That would be impressive if it wasn't for this wall of Undelivered Orders
Did I mention thats over 4000  
http://bfl.ptz.ro/
They still need to get out of 2012

We have friedcats statements and he has a great track record of keeping his promises

You are correct in mentioning that we do not know yet but we will know soon enough
https://bitcointalksearch.org/topic/m.2537975
That said we do know they are adjusting the price to the market proactively
Originally the USB sticks were a fair bit more expensive than they are currently


They are trinkets but the current demand for them is pretty high if you check the group buy threads
As a shareholder you care about sales not that they are overpriced  as it goes into your dividend every Wednesday  

Yes. They have. What planet are you living on?

The present: ASICminer is selling nothing except 1btc trinkets that are not worth 1btc. (They're fun trinkets though--but trinkets aren't serious mining hardware)

We don't know that at all. In fact, I don't believe AM's or Avalon's next gen chips will be as good as BitFury's or KnC's, but I do think they'll be better than BFL's. If you have any evidence proving otherwise, the I'd be glad to change my opinion. Until then, it's just marketing talk.

Just as relying on the future of something does not necessarily mean it has a value today

When an investor if you ever watch the Dragon's Den promotes a product they mention their sales and determine a company's value not based on future growth but on the present

This equally applies to all competition

Relying on buyers to make irrational purchases isn't a long term or sustainable business plan. That's a collapse waiting to happen and an opportunity for your competitors. ASICminer enables the competition to exist because they cannot shut them out.

That would be impressive if it wasn't for this wall of Undelivered Orders
Did I mention thats over 4000 
http://bfl.ptz.ro/

Friday, 21st June - 1 Minirig, a few singles and a good few jalapenos.
Thursday, 20th June - 1 Minirig, a few singles and a good few jalapenos.
Wednesday, 19th June - A few singles and a good few jalapenos.
Tuesday, 18th June - 3 Minirigs and a good few jalapenos.

So that's 5 Minirigs, several Singles and a fair amount of Jalapenos. So, they shipped at least 2.5 Th/s and probably closer to around 4 Th/s last week.

Now that they're producing all models, production will ramp up. So, we should soon find out what they're production capacity is. I'm pretty sure I could assemble a Minirig in under 1 hour and more likely could assemble 2 - 4. So, I'd say at least 10 Minirigs a day easily. That's 5 Th/s per day, 35 Th/s per week, 150 Th/s per month. And that's just from a single person assembling Minirigs.

So, it basically depends on their supply of components, which they've had problems with.

AM need their wafers as soon as possible or those Minirigs could destroy AMs network share.

And you act like a person who hasn't done their research what pray tell was incorrect about the BFL statement
Have they delivered to their customers Nope just the rare advertising delivery
Are they planning on delivering Someday
Can they produce a lot Nope
Are they behind schedule Indubitably
A bird in hand is better than two in the bush

Promoting a company that sells devices at prices that will never return investment
Then why are people buying them  
Unless my good sir you are saying your smarter than the whole bitcoin market