Makes me think. If Tom really wanted to throw a wrench into the debate, he'd drop his unit price by say 25% - 50%.
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Why would he do that? He's already got them beat on MHs/$.
Tom only just does better on MHs/$ (maybe 10% better). And it is effectively tied if you compare his offered cost efficiency to BFL's sc-minirig. If one had the money, they'd do better to get the BFL rig for it's space advantage. And this is not considering the power consumption question.
So, why would Tom do it? Simply to create disruptions within the competition. If he did that, even for a little while, BFL new orders would essentially freeze, and he'd have all the new orders. However, there are obvious problems with that (e.g. paying off the development costs will be harder), and whatever else I'm missing. BFL could [or would have to] respond in kind once the pain threshold is met, unless it hit Tom first.
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