That chart speaks for itself. Thing also is: We've seen offers for gen 3 chips at about $ 0.35 / GH/s in early June from resellers. There have been rumors at the end of June that AM sells at about cost. Yes rumors, but they've been quite believable and no one has ever proven them to be wrong. If gen 3 was actually selling well, why would FC start to resort to such a great focus on mining again, which he didn't want to do as much anymore. Is there anything to BTCGarden's post that AM is indeed working on a 28nm design or is this just common anticipation of the next generation. Oh and last but not least: The questions haven't been answered for almost a month now, that worked better with the friendly pumpkin. Whoever chased him away, shame on you!
The share price on Havelock is more representative of short term traders sentiment than it is of AM's value as a company.
Where did you hear that FC started to "resort to such a great focus on mining again, which he didn't want to do as much anymore." Please provide some evidence to backup these claims. I think that would make a lot of people happy as they've been asking for precisely that.
Yes AM is indeed working on a 28nm ASIC:
Brief Answers to Shareholder Questions6) What is the progress on gen4?
It is 28nm and has two major improvements: the first one is to fix the design errors we had with 40nm (which made our silicon data two times worse than simulated data). We believe that 0.35W/G at rated speed of 400MHz would be achievable in 40nm if no mistakes were made before. The second one is the technology improvement from 40nm to 28nm in terms of density, speed and power.
We are on the stage of evaluating the final design choices by running the physical design flow on different settings.
20) What are the future plans and visions of Asicminer?
There will be at least two generations ahead. If future Bitcoin market cap allows there can be more. As we are keeping the chip design capability to grow with state-of-the-art technology as well as good channels with fabrication we can be flexible in terms of business mode be it chip-based or device-based.