Re: Swedish ASIC Miner - KnCMiner - New Lower Priced Entry Model
I gladly see that everybody is cheering and happy, but I will cross post this:
KnC has stated many times that they were looking to aim to the higher segment of the market, because scaling up to massive demand was difficult.
Indeed, if they are big enough is always better to deal with fewer, bigger customers, than more small customers.
The fact they are backtracking so fast looks like a bad omen to me. They already said in a subtle way that the chips order was not placed yet as they were still discussing "how much" with the fab, and figuring out "how many".
I hope this new, smaller unit does not mean they need more preorders before being able to place the chip order.
Now I will get slaughtered by the wishful thinkers who have wet dreams about KnC delivering in August. Good enough, I know my assumptions are based on rational and cold analysis of facts and not on hopes or emotion driven conclusions.
Indeed, if they are big enough is always better to deal with fewer, bigger customers, than more small customers.
The fact they are backtracking so fast looks like a bad omen to me. They already said in a subtle way that the chips order was not placed yet as they were still discussing "how much" with the fab, and figuring out "how many".
I hope this new, smaller unit does not mean they need more preorders before being able to place the chip order.
Now I will get slaughtered by the wishful thinkers who have wet dreams about KnC delivering in August. Good enough, I know my assumptions are based on rational and cold analysis of facts and not on hopes or emotion driven conclusions.
They definitely backtracked:
2,000 Mercury on stock. Wow. This looks bad to me. You can say they are "listening to the market", but its clear to me that if they had enough orders for Jupiter + Saturn they wouldn't do the additional work required to develop and sell a different, smaller unit, opening the preorders for it in a record time.
IMO, this only means they didn't get enough orders of the previous units. This is starting to look bad.
2,000 Mercury on stock. Wow. This looks bad to me. You can say they are "listening to the market", but its clear to me that if they had enough orders for Jupiter + Saturn they wouldn't do the additional work required to develop and sell a different, smaller unit, opening the preorders for it in a record time.
IMO, this only means they didn't get enough orders of the previous units. This is starting to look bad.