Sure is a lot of AsicMiner speculation on the ActiveMiner Speculation Thread. Not hard to figure out who the current industry leader is.
I don't think anyone is being delusional about it. AsicMiner is an elephant in the room and needs to be incorporated into any mining discussion.
ASICMINER also requires and has expressed a desire in competition. Competition, in this particular market, actually helps them rather than hurting them. With a legitimate competitor, they can sell more hardware to the masses and bring more online. I don't see why anyone who is an ASICMINER supporter or investor (TAT) would back handedly hope for a competitor to fail.
I agree with that. I've been waiting for the opportunity to invest in a direct competitor of AsicMiner. If ActM is successful, this would be the only option available.
Can someone run me through the logic of increased AM sales due to increased competition? Or how competition helps them in general? Sorry if I missed it, sometimes my brain don't work no good.
ASICMINER has a target % of the global hashrate, without a true competitor they cannot increase their mining in house. With another player in the market pushing the hashrate up, solo miners will have to purchase more ASIC's, thus increasing their sales. So it is win win for them, that is it in a nutshell