https://bitcointalksearch.org/topic/m.6703090
1. They pretty much claim that KNC lied in the tapeout press release and didn't tape out in february but rather in march
2. They say that the fab itself takes at least 4-5 (I guess months but they accidentally a word), and of course in addition is shipping and assembly
If this is true that would mean that neptunes won't be delivered in Q2, but rather late July at the very earliest, and that's just the first batch, they have said that batch 2 will be delivered one month after batch 1 which will be delivered one month after customer-only batch, which means that batch 2 and maybe even batch 1 would not be delivered until Q4. Wow.
Thoughts?
It wouldn't be the first time some other asic company told us when KNC will deliver... Boy were they wrong...Cointerra, Hashfast, and BFL all had something to say, and look at them. Nothing against spondoolies, but it would be easy for them to make the same mistake.
Doesn't matter much anyway, chances of ROI in BTC are long gone.
KNC also told us early june for Boden compensation till it ships.
just sayin'