ASICMINER Speculation Thread - page 73.

tinus42

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Quote from: supert on November 08, 2013, 05:24:33 PM

Quote from: Franktank on November 08, 2013, 01:30:21 AM

Repost:

Quote from: realdos on November 08, 2013, 12:44:09 AM

Not sure if this has been posted before. Some updates from AM:
https://drive.google.com/folderview?id=0ByWHHc0u_thNSWhHS18xM2ZXSUU

Friedcat has either totally lost it or is an utter genius.

edit: selling shovel handles to the people selling shovels.

Maybe that is the clever move. Or not. We are back to the early days of AM. The shares are relatively cheap but the risks are once more high.

supert

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Quote from: Franktank on November 08, 2013, 01:30:21 AM

Repost:

Quote from: realdos on November 08, 2013, 12:44:09 AM

Not sure if this has been posted before. Some updates from AM:
https://drive.google.com/folderview?id=0ByWHHc0u_thNSWhHS18xM2ZXSUU

Friedcat has either totally lost it or is an utter genius.

edit: selling shovel handles to the people selling shovels.

bbxx

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cryptoshark

Quote from: ex-trader on November 08, 2013, 08:15:10 AM

Quote from: VeeMiner on November 08, 2013, 05:07:11 AM

Quote from: AMuppInTime on November 08, 2013, 04:22:45 AM

immersion cooling is however a fancy cooling system. I'd be lying if I said I have full faith in it - I'm rather skeptic as (1) feasability and (2) execution. Many points of failure for something that appears peripheral to the mining world?

in 2 years there will be only immersion cooling mining farms because it's so much more effective then air cooling.

Utter nonsense.

Cooling is only a part of the overall cost structure. Many small miners don't run cooling. Also if AM runs farms in HK where the cost of electricity is high, then other miners can run theirs in other countries where electricity is 1/2 or 1/4 or 1/12th and easily pay for normal cooling as currently (if even required) and still be cheaper.

They will be selling ship containers soon with 50Th speed/cluster.
Consider that heat can be used, directed for drying, heating etc.
They can deliver it to places where power cost is really cheap like 0.03$ /kwH...

They can deploy/sell a lot of them, think about future divs.

hlynur

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Quote from: Franktank on November 08, 2013, 01:30:21 AM

Repost:

Quote from: realdos on November 08, 2013, 12:44:09 AM

Not sure if this has been posted before. Some updates from AM:
https://drive.google.com/folderview?id=0ByWHHc0u_thNSWhHS18xM2ZXSUU

now that's what i call foresight.
In some years these babies will build the strong backup of the network while mining for endconsumers slowly recesses

transformation initiated....

ǁ
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V

ex-trader

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Quote from: VeeMiner on November 08, 2013, 05:07:11 AM

Quote from: AMuppInTime on November 08, 2013, 04:22:45 AM

immersion cooling is however a fancy cooling system. I'd be lying if I said I have full faith in it - I'm rather skeptic as (1) feasability and (2) execution. Many points of failure for something that appears peripheral to the mining world?

in 2 years there will be only immersion cooling mining farms because it's so much more effective then air cooling.

Utter nonsense.

Cooling is only a part of the overall cost structure. Many small miners don't run cooling. Also if AM runs farms in HK where the cost of electricity is high, then other miners can run theirs in other countries where electricity is 1/2 or 1/4 or 1/12th and easily pay for normal cooling as currently (if even required) and still be cheaper.

VeeMiner

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Activity: 752

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bitcoin hodler

Quote from: AMuppInTime on November 08, 2013, 04:22:45 AM

immersion cooling is however a fancy cooling system. I'd be lying if I said I have full faith in it - I'm rather skeptic as (1) feasability and (2) execution. Many points of failure for something that appears peripheral to the mining world?

in 2 years there will be only immersion cooling mining farms because it's so much more effective then air cooling.

AMuppInTime

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immersion cooling is however a fancy cooling system. I'd be lying if I said I have full faith in it - I'm rather skeptic as (1) feasability and (2) execution. Many points of failure for something that appears peripheral to the mining world?

VeeMiner

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bitcoin hodler

Quote from: freedomno1 on November 08, 2013, 01:49:33 AM

Quote from: Franktank on November 08, 2013, 01:30:21 AM

Repost:

Quote from: realdos on November 08, 2013, 12:44:09 AM

Not sure if this has been posted before. Some updates from AM:
https://drive.google.com/folderview?id=0ByWHHc0u_thNSWhHS18xM2ZXSUU

Repost:
Pictures of oil fried cats pass through my mind

(No its not animal cruelty its ASIC art Tongue

)

looks really nice

freedomno1

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Learning the troll avoidance button :)

Quote from: Franktank on November 08, 2013, 01:30:21 AM

Repost:

Quote from: realdos on November 08, 2013, 12:44:09 AM

Not sure if this has been posted before. Some updates from AM:
https://drive.google.com/folderview?id=0ByWHHc0u_thNSWhHS18xM2ZXSUU

Repost:
Pictures of oil fried cats pass through my mind

(No its not animal cruelty its ASIC art Tongue

)

Franktank

hero member

Activity: 560

Merit: 500

Repost:

Quote from: realdos on November 08, 2013, 12:44:09 AM

Not sure if this has been posted before. Some updates from AM:
https://drive.google.com/folderview?id=0ByWHHc0u_thNSWhHS18xM2ZXSUU

wmcleod

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Cube looks very interesting but I'm still very skeptical of its profitability.

User705

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First 100% Liquid Stablecoin Backed by Gold

The advent of ASICs created the strangest axiom of miner makers literally able to stay in business forever as long as they request BTC as payment and then simply keep it in order to keep exchange rate up and collect more orders for miners paid for with fiat. At least ASICMiner returns that BTC to shareholders.

keeron

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Quote from: jimmothy on November 07, 2013, 07:05:50 PM

That is how much wtcr.ca is selling it for, we have no idea what FC is charging them for all we know it could be a fixed rate of like 300 USD.

+1

Also, note that the blades went down in price (from the resellers here) to 0.80 BTC. It was noted by both SSB and Canary that they are selling without any markup at this point (maybe I misread this, but was in the USB sticks context?) Anyways, that give us 2.4 BTC for the 3 blades that are supposedly powering the CUBE. I'd imagine AM selling its "next gen" or even a newer device for considerably less given both BTC/USD rise and the ever-increasing difficulty. And top of that the various other ASIC devices in the marking currently and planned for dec/jan/feb.

I am hoping for a close to 1.5 BTC price ... Like everything else in the market, no point in figuring out the ROI, but there'll be 1000s of these sold anyways ;-)

Also, this is their first pricing. Like the USB sticks and blades, it will go down...so I believe they have room to change the prices in the future.

SOSLOVE868

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Quote from: ?? on ??

Quote from: superduh on November 07, 2013, 06:54:18 PM

Quote from: Vycid on November 07, 2013, 06:52:24 PM

Quote from: Rival on November 07, 2013, 02:05:31 PM

When the first leak occurred a few days ago, the price of a cube was listed at 1.99 btc. That is was around $450, a great price for 30Gh/s.

Today 1.99 btc is $622. You are getting close to what you need to pay for a 30 Gh/s BFL box on ebay. By this weekend, if btc keeps rising, it may be hopelessly overpriced.

It's really not a great price.

Cointerra for January delivery is 2 TH/s at $6000, or $3/GH. The cube - at the original $450 price point - is $15/GH.

Do you think you can squeeze $12/GH out in a couple of months? Good luck.

do you think cointerra will deliver on time.

I bought a lot from cointerra and i think its a 90% chance they will not...

Totally agree...conceptual product only arrive when it isn't conceptual.....

jimmothy

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Quote from: Rival on November 07, 2013, 02:05:31 PM

When the first leak occurred a few days ago, the price of a cube was listed at 1.99 btc. That is was around $450, a great price for 30Gh/s.

Today 1.99 btc is $622. You are getting close to what you need to pay for a 30 Gh/s BFL box on ebay. By this weekend, if btc keeps rising, it may be hopelessly overpriced.

That is how much wtcr.ca is selling it for, we have no idea what FC is charging them for all we know it could be a fixed rate of like 300 USD.

Quote from: superduh on November 07, 2013, 06:54:18 PM

do you think cointerra will deliver on time.

How many asic manufacturers have actually delivered on time?

superduh

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Quote from: Vycid on November 07, 2013, 06:52:24 PM

Quote from: Rival on November 07, 2013, 02:05:31 PM

When the first leak occurred a few days ago, the price of a cube was listed at 1.99 btc. That is was around $450, a great price for 30Gh/s.

Today 1.99 btc is $622. You are getting close to what you need to pay for a 30 Gh/s BFL box on ebay. By this weekend, if btc keeps rising, it may be hopelessly overpriced.

It's really not a great price.

Cointerra for January delivery is 2 TH/s at $6000, or $3/GH. The cube - at the original $450 price point - is $15/GH.

Do you think you can squeeze $12/GH out in a couple of months? Good luck.

do you think cointerra will deliver on time.

Vycid

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Activity: 336

Merit: 250

♫ the AM bear who cares ♫

Quote from: Rival on November 07, 2013, 02:05:31 PM

When the first leak occurred a few days ago, the price of a cube was listed at 1.99 btc. That is was around $450, a great price for 30Gh/s.

Today 1.99 btc is $622. You are getting close to what you need to pay for a 30 Gh/s BFL box on ebay. By this weekend, if btc keeps rising, it may be hopelessly overpriced.

It's really not a great price.

Cointerra for January delivery is 2 TH/s at $6000, or $3/GH. The cube - at the original $450 price point - is $15/GH.

Do you think you can squeeze $12/GH out in a couple of months? Good luck.

chriswilmer

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Quote from: Rival on November 07, 2013, 02:05:31 PM

When the first leak occurred a few days ago, the price of a cube was listed at 1.99 btc. That is was around $450, a great price for 30Gh/s.

Today 1.99 btc is $622. You are getting close to what you need to pay for a 30 Gh/s BFL box on ebay. By this weekend, if btc keeps rising, it may be hopelessly overpriced.

There's some truth to this... but it still mostly makes sense to price mining equipment in btc terms regardless of the exchange rate.

Rival

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When the first leak occurred a few days ago, the price of a cube was listed at 1.99 btc. That is was around $450, a great price for 30Gh/s.

Today 1.99 btc is $622. You are getting close to what you need to pay for a 30 Gh/s BFL box on ebay. By this weekend, if btc keeps rising, it may be hopelessly overpriced.

KS

sr. member

Activity: 448

Merit: 250

irrationally?

Topic: ASICMINER Speculation Thread - page 73. (Read 808757 times)