Quote from: gogxmagog on August 31, 2013, 12:59:46 AM

I invest in both these securities, and find them to be strategically structured in similar ways. ActiveMining I got into earlier in its history so therefore I have reaped greater profits, yet ASICMiner has paid very good dividends as long as I've been on board (even though divs have dropped, still very nice)
My problem is, in the bitcoin world, especially the world of btc securities... there is not a hell of a lot of information available, and most of my news comes from here. I have to read through the sock-puppetry and FUD to try and glean what useful news I can. I have found that the ASICMiner threads are super technical, arguments about math etc. which, even though it is the worst sort of nerd-core pissing contests, still inspires faith in that actual tech-heads and people who likely understand the dev side of things are gravitating to ASICMiner (a good thing). Meanwhile, the activemining threads are all arguments by passthrough holders voicing their invalid opinions about what to do about supposed avalon rebates, if they even materialize. also many, many more sock-puppets on the activeminer threads.(not good)

I wanted to start this thread to create a forum for arguments for or against ASICMiner or ActiveMining, pros, cons, etc. A comparative survey, if you will. The respective forums for these two securities have become a cesspool of fanboyism, fantasy, weak attempts at market manipulation and butthurt FUD. They are impossible to read.

Lets do it in here and give everyone else a break, ok?

I just took my profit from Labcoin because I don't have all that much confidence in their long term future and in the current BTC price.
If the MtGox price weren't inflated (for whatever the real reason is) I would probably put more money into AM and AM.

When the Avalon news hit I unfortunately panicked and sold ActiveMining under value because the Avalaon Chip safety net was gone. I've been with AMC from the start and I should already be used to their horrible PR. So far Ken always delivered good news after long stretches of radio silence, I'm pretty sure that he will this time too. I think that buying ActiveMining now carrys a relatively low risk. Even if the Chip were a total failure, it wouldn't come out until November. That's lots of time for the price to bounce back up several times because of prototype pictures, etc..

The same goes for AsicMiner, one word of Friedcat about the 2nd gen and everyone will hop back on board (although I honestly didn't do the math on their share price).

I think the timeline will be like this:

Labcoin starts hashing in about 10 - 20 days. (I'm pretty sure that they will deliver on the first batch)
Pictures of the work in progress from AM and AM will follow in early October. (Share price picks back up)
Hashing on the new generation of chips slowly starts early to mid November.