Where is the miner protection program?
3) --- KnC will ensure ROI.
Be careful with this. I don't believe they have made that claim and I'd be very suspicious of any ASIC manufacturer that did. Even if KNC delivers exactly when they say they will, there is no way to be %100 sure of ROI on their devices. Sure I think it's likely any devices shipped in Sept. (maybe Oct too?) will make ROI, but there always could be a hidden actor that floods the network with hashrate, at cost not available to the general consumer, at any time. KNC is promising a device with X minimum hashrate and Y maximum power costs in Sept or Oct depending on when ordered and that's all.
Even without a hidden actor I don't think we can conclusively say that they won't deliver enough devices to destroy ROI for their own customers at the end of their queue. Though I don't think this is likely we don't have an exact count of received orders to speculate with.
I would say that sticking with KnC, at the moment, really is a bet that they will over deliver and "ensure ROI" someway. And it would have to be by a large margin... (more than an extra 100 GH/s or extra chip in box level of over deliver!). Calculators with >60% monthly increase look bad enough even with zero consideration to the current threat of 1 million 5GH/s chips hanging over the market. Namely this:
https://bitcointalk.org/index.php?topic=248625.0;allfinally starting to hit the network as this:
https://bitcointalk.org/index.php?topic=269730.40I'm sticking to the bet that KnC will over-deliver massively but knowing it's a huge risk. Maybe because I'm desperate to have something to mine with. Or maybe I am emotionally invested in betting that KnC will be the first company to finally show "how it's done" (as it sounds so many in this thread are...).
Also they said something similar to this to me on the phone :
KNC were quite clear with respect to the ROI issue. They will do their best to protect their customer's share of the network (aggressive pricing, continuous production if needed, etc.) so that their current customers get a ROI and they can invest in Gen 2 devices, however they can not guarantee it. That is fair as there is risk involved and no one can predict the future.
