A PCI-E card with two 8-pin power connectors can draw up to 375 W total. 150 W from each of the two connectors and 75 W from the motherboard connector. This will require large fans a la the latest video cards that draw this much power.
Well it can't pull any power from the motherboard. BFL claims the product can be connected by EITHER PCIe or USB. So when connected by USB that would mean it isn't connected to motherboard's powerlanes. So either it is going to be three 8 pin PCIe connectors or they will need to run it overspec. No I am not making this up.
Yeah, I agree. If I was an AM investor I would be 0% worried about the Monarch (I think more of the Venture Bros. loser supervillain than a butterfly). I'm bearish on AM, sure, but BFL is a tremendous fuckup of a company.
Vycid, I agree as well and know you are bearish on AM, but what is your price target? How low does AM have to go before you think it's fairly valued? 1, 2, 2.5, 3? If it's dividends were to stay stable, I think it's undervalued at its current level, but its priced lower due to risk of dividends dropping, which is definitely a possibility. Right now, I think investing in AM (at least new coins) is a gamble on them beating competition to gen 2 ASICs and shipping/deploying them consistently. If they lose, it doesn't really matter what their current dividends are because they will trickle to nothing within a few months.
I'd say AM is a Hold at the current time, don't buy or sell until some of the uncertainty of gen 2 chips disappears over the next 2-3 months.