Re: Swedish ASIC miner company kncminer.com

On a serious note though; what's the latest on KNC's progress?
Does the October shipping date seem likely?

We have no reason to believe they won't hit their ship-date at this point. The only evidence we have that they will is their claim that they are on time with everything so far.

Yes that is true, but for that kind of project they are really quiet about their project schedule. (Yes, I know: "The competitors!" Wink

)

You seem pretty smart. Can you tell me what possibly a competitor could do by knowing that you have finished your tape out? How would that help them do anything? Or that you have populated your board and are testing? What would that information do for a competitor? Would it help them get their design done faster? Would it help them test their design? Would it help them move up in the line at the foundry?
"competitors": Everytime I read that I think "LIARS". "BULLSHITTERS"

No, to be honest I have absolutely no idea how announcing the completion of concrete milestones including dates should help any competitor, when you are on track for September delivery.

They must have a internal project plan with dates for all the major milestones (there are a lot of them), which finally ends with delivery to customers end of September, which is not that far away.

From my point of view, being more transparent here could only be beneficial for KnC with respect to their reputation and a kind of "shock and awe" for any competitor.
Some of them would maybe stop development completely, because they will realize that they are too late in game and that nobody will buy their products when KnC already has 28nm chips on the market for several months. But this would only be valid, if you have an realistic plan and if you are 100% on track.

They won't publish any internal timeline because as soon as they had miss a "milestone" people would get very nervous (BFL docet)