Quote from: SOSLOVE868 on June 22, 2013, 07:49:09 PM

Quote from: Mabsark on June 22, 2013, 07:39:21 PM

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.

Quote from: Mabsark on June 22, 2013, 07:12:23 PM

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.

Of course , sell hardware is one off deal ,you can't repeat it again and again with same product, if your competitor has improve their product's quality, but majority of AM's dividend is come from its mining process. Drooped of hardware selling actually does not has huge impact on its share price.(It does ,but not as important as the percentage of whole network's hashrate)
My point here is you posted this assertion too earlier, because you still do not know does KNC has the ability to delivery the products as they promised, there are possibility they could be next BFL.

We can't tell whether KNC is next AM or BFL util September, We can't tell whether AM will invented worse or better product than KNC ,util FC posted out the new spec of the Blade.

Before that time, every assumption that taken absolute idealize would be same pointless.

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It's great that you point this stuff out and all, but I think we are seeing future competition already priced into this stock. With the type of dividend yield we are seeing the share price should be much higher.

I think future competition has been priced in for a long time, and then when it doesn't materialize AM shares jump in value.