After 20 years in IT shit happens and I just think they have a small window for problems ~ 2-3 weeks at best ...so in a way my bet of NO should be getting 2:1 odds as if they are what they have made out to be then there is a good chance they can deliver as long as there are no major external factors
popcorn ready
popcorn ready
Sure, shit happens. But at the same time they've said they have lots of margin in their plan timeline to account for that. Unlike BFL they are not just assuming that once they have their chips everything else can be done "in two weeks"
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P.S Either way it will be awesome if they do deliver and really good for crypto & a nail in the coffin in BFL !!
Especially since Josh himself said there was "no way" KnC would ship in September.
Bitfury will be nailing the coffin shut of both BFL and Avalon, unless Avalon gets their shit together and batches of chips start arriving this coming week. Actually, BFL is already pretty much dead and gone already, and Avalon is really close to finishing up digging their own grave.
Unlike BFL, Avalon has actually shipped a lot of stuff with only a few months delay. There are some large orders of chips that have shipped already, and if the chips had good specs there's no reason why people wouldn't trust them again if they actually got their product the first time.
The problem is their chip specs kind of suck. 3-module unit actually has 240 chips. A 1k order of Avalon chips is 780 BTC, and gets you 3.3Ghash @350Mh/s/chip.
That comes out to 0.23Btc/Ghash.
On the other hand you can order completely functional KnC units at a rate of 0.18 Btc/Ghash (if you assume $100/btc).
With Bitfury, as well as labcoin, etc coming out with much more efficient chip designs Avalon will either have to cut prices drastically or have their 2nd gen ready.
Or they can just pull an ASICMiner and mine for themselves