Quote from: SOSLOVE868 on June 22, 2013, 06:47:20 PM

Quote from: SOSLOVE868 on June 22, 2013, 06:11:12 PM

I really do not like this comparison , because it ignored the basic truth which use AM today's product to compare with some 6 months later products.

I had post before, AM is company manufacture in China, you should understand that the cost of producing electronic products is much much lower than anywhere else in the world also that the possibility to speed put those products into mass production.
As FriedCat announced it will delivery better products in Oct this year and it will be much better than anything else.
You are trying to believe a new entry with sample products has more capability than current leader?
Anyone has the knowledge in integrated circuit manufacturing will know that the difference between 110NM standards and 28NM standards isn't technology difference, it different in the production equipment which involved to produce it.
You are trying to see that Chinese integrated circuit manufacturing are not capable to produce chips at 28NM standard?
I think this totally nonsense, that IPOD /IPHONE are manufactured in the same province where AM operated.

Another person, not paying attention. I never said anything like what you're claiming. I pointed out that by the end of the year there will be a lot more competition and showed how that will compare to AMs current hardware. The point of that was to show that AM will no longer be able to sell 2 Mh/s for 1 USD once that competition is available because the competition will be offering 50 Mh/s for the same price. Nobody in their right mind would buy AM hardware under such circumstances.

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Of course, I know what you mean , you trying to say that AM would not change its price and its products standards?
The old blade is no more selling on the market, the only thing will make you assumption useful , is waiting util the new blade come out.
since before new blade come out , we do not know what will the spec be. It may be better than KNC ? if it does better than KNC , then the share price of AM will go up again at that time.
You can't post assumption like this if you did not know what exactly spec about the new blade.
It will caused missing lead investors, and seems not fair to AM.
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No, that's the opposite of what I'm saying! AM will HAVE to change its pricing and products to be competitive otherwise it wouldn't sell any hardware at all.

It doesn't matter whether the new hardware is better than KnC or anyone else for that matter. All that matters is that AM will no longer be able to sell 2 Mh/s for 1 USD. AM will have to sell its devices at a price which is competitive. If KnC is readily available that's 50 Mh/s for 1 USD. If BFL is readily available but KnC is not, then that'll be about 18 Mh/s per USD. Due to competition being available and AM having a limited supply of devices, profit from selling hardware can only go down.