Hey,
Where has "The Avenger" been lately? I haven't seen him posting since HashFast went into its bunker. Coincidence?
There is nothing to talk about which I haven't said already, i.e. knc ship more Jupiters - will they won't they?
... KnC knows it has the Lexus of Bitcoin Miners at present. KnC can sell at will all it offers.
They can't. As I've been saying, if they flood the market with new Jupiters, it'll massively impact neptune sales/refunds. Anyone with money would buy a dozen jupiters for delivery in Jan/Feb and cancel all neptune orders. Because 3TH now is worth XXTH in June/July. They can't risk a mass refund on neptunes, as they will have no business. Also, if they flood the market with Jupiters, it'll increase the network hashrate dramatically and that'll make the neptune look less and less attractive. Could even kill it.
So, they are in a delightfully difficult situation
KNC can
1. Sell loads of Jupiters and forget neptune. Lot's of money, but the end of their business.
2. Sell limited number of Jupiters and hope it doesn't damage neptune sales or lead to mass neptune refunds (most likely scenario).
3. Sell loads of Jupiters, but make sure people with neptune orders cannot get a refund. In the process, make themselves the most hated asic company in the world.
4. Don't sell any new Jupiters and rely on neptune. But this bet relies on their competition screwing up and not being able to take the lead for the X months it takes knc to squeeze out the neptune. If competion surges ahead, knc are left behind. Any major delays in neptune - knc are dead.
How many more options do they have?
Ok, if KnC announces a new batch of Jupiters - you can thank me. Why? Because I just spent all of my bitcoins on 13 x 200GH/s Avalon clones that are shipping "immediately" (haha, we'll see). To make me regret my decision, KnC will almost definitely sell the Jupiters I want now. You're welcome.
P.S. I thought avalon clones were only pre-order right now and models were 20-60GH?
