Topic: ASICMINER Speculation Thread - page 239. (Read 808915 times)

I think you are the one that needs to learn math. 

Profit from placing an order a year ago with BFL: BTC0
Profit from purchasing AM share at IPO: 3.4+.32 = BTC3.72 (ignores huge increase in BTC value)

0 < 3.72

And what did they tell you 2 weeks ago?

Who cares? I'm talking about buying now, not during AM's IPO or 1 year ago.

We are at page 29.

Since page 19 this thread has mostly been a "mubarak trolls saying crap and people answer to him for some reason".

and now this:
http://i.imgur.com/OIMZJC5.png

A pity, but looks like this thread might be dead to me...

We are at page 29.

Since page 19 this thread has mostly been a "mubarak trolls saying crap and people answer to him for some reason".

and now this:


A pity, but looks like this thread might be dead to me...

they told me that 8 months ago... 

Friedcat just announced price reduction for the USB Block Erupter.  From 2 BTC to 1 BTC.

Assuming the USB sticks are still 333 Mhash/s, that's a 50% reduction in price.  We can infer the new pricing of the new improved blade.  That means the new Block Erupter blade will cost around 25 BTC retail from the original 50 BTC, assuming the hash rate is still 10 GHash/s and newer gen chip is coming out in October.  This means the new blade will not have newer gen chip until October.  Most likely the improvement is power reduction.  Roughly 2.5 BTC per Ghash.


Friedcat said, "If you reach the total volume of 1,000 USB sticks, price is dropped to 0.89 each. We will also pay back the price difference of all your historic transaction (timeline started from the 0.99 pricing) of USB sticks."  https://bitcointalk.org/index.php?topic=217104.0

Also, 1000 new USB sticks are 1000 BTC.  About 10% discount.  To get the same type of quantity discount, that means 1000 BTC/ 25BTC per blade = 40 blades purchased by the same party.  Like a sales incentive.  

25 BTC per blade at 10% discount equals 2.5 BTC refund per blade.  Wow.  

Unfortunately, Block Erupter blade is still more expensive than BFL on dollar per GHash.  BFL is $60 per GH.  Newer priced blade is $250 per GH.  Assuming $/BTC is 100 and the new blade pricing is similar to the above estimate.  BFL is shipping, although in limited quantities and there is a huge back log.

That's like comparing a computer from Apple to shares in Apple. One is a share in a company, the other is a product from a company.

The hardware has no capability to grow or to strategically adapt, but the company has - and in my opinion you are underestimating that ability.

today's drop might have something to do with the drop in BTC/USD, as well.

wow!  bitfunder last price was 3.07!

yes, but it will keep their dividends stable, which will increase the share price from where it is right now.

citation required

this has yet to be true, and BFL has been selling for a year, and AM shares have been selling for 8 months.

everyone that bought AM shares under 3.4 are not waiting to recoup their cost.  99% of BFL customers are, though.

competition should arrive "in about two weeks", I've been told.

Obviously you're happier



... in your fantasy land.







You could invest your AM divs in a spanking new miner too, or back into AM. Recouping != ROI.

No, my hope is for July based on 400 units per day, before the end of August is pretty much a certainty.

that's hilarious!  

You have no proof of that, only hope.  They are currently shipping orders made a year ago, while AM is shipping units in a few days.  august at the latest?  ha!

When comparing something to nothing, nothing is certainly cheaper.

Why would you want to sell your shares if they're so great? Sure, you can sell your AM shares and then make an actual profit. You could have bought a new miner by that point if you went with BFL though and would be making even more profit.

The point of those examples was to show that even at stupidly high difficulty, which we probably won't see for a few years, BFL still offers better value. If you buy a BFL, you will recoup the costs quicker than you would if you bought an AM share, even if it did take them a year to ship it, which it wouldn't.

LOL
If ASICMINER can not earn additional income form hardware sales, it becomes a regular mining turd and we know what happens to those, when diff keeps going up. (or if you do not,  go and find out: https://bitcointalksearch.org/topic/m.2555945)

Generating serious profit from selling hardware is the only thing that keeps it interesting as an investment.

You could have bought a new miner by that point if you went with BFL though and would be making even more profit.

The point of those examples was to show that even at stupidly high difficulty, which we probably won't see for a few years, BFL still offers better value. If you buy a BFL, you will recoup the costs quicker than you would if you bought an AM share, even if it did take them a year to ship it, which it wouldn't.