Quote from: erk on July 22, 2013, 10:37:48 PM

Quote from: HyperMega on July 22, 2013, 10:24:03 PM

Quote from: erk on July 22, 2013, 08:48:44 PM

Quote from: dwdoc on July 22, 2013, 08:31:12 PM

How is providing a tape-out date giving away commercially sensitive information if they have already given a projected shipping date?

Because you are informing your competitors, of which there are several, exactly where you are up to.

I guess that the real "dangerous" competitors of KnC know that the tape-out must be executed end of June/beginning of July to have a minimum chance to meet the announced start of delivery in September, because they have all the numbers too (e.g. 28nm foundry cycle times, time required for bumping/packaging). And they also know, not announcing a tape-out means probably that it was not done yet.

So KnC competitors most likely feel quite comfortable without hearing anything about it. It's harder for KnC customers, which are at the same time investors in a risky business where time-to-market is everything.

If KNCminer were a serious business, they would have used venture capital to order the wafers etc. not taken a penny in pre-order money off people, and stormed onto the market with all guns blazing after not having warned the competiton they were coming. Hopefully they will do that with future products.

The Bitcoin ASIC business is currently away too risky for bigger venture capitalists. And the other problem is that those guys probably would not be happy with some ASIC miners. I guess, in case they would invest, they want at least 51% of your company. Wink