Quote from: hlynur on September 05, 2013, 03:15:43 AM

Quote from: Vycid on September 05, 2013, 12:12:53 AM

Uh, I actually am not a technical trader, and I have never played a short-term movement on AM. I don't know how many times I have to say it: my issue with AM is with its fundamentals, not its share price momentum. I was bearish long before AM started going down (that's how I own options - people were willing to sell them to me).

But none of this changes the fact that the previous strong support at 2.4 evaporated in all of 5 minutes. I may be a fundamental investor but I'm not blind. (You are right, however - it did belong in the speculation thread.)

And happy friedday

those dividends were quite strong.

i haven't read your posts recently, but i don't know what's the problem with the fundamentals?

my 2 satoshis to situation right now:
btc value goes up, share value corrects down
on top divs go low -> weak shareholders nervously sell and invest in other companies.
competition mining and hardware-wise is growing, lot of new ipos right now making promises until asics are delievered and running.
and finally demand for 2nd gen hardware is knocking at the doors.

AM stands in between this mayhem as a half mining half hardware selling company.
Friedcat has done quite good until now and has lot of experience in both sectors.
because he doesn't take preorders he's not forced to throw out much information about next generation plans like all the others that make their profit with the naive faith of their consumers
(BFL really took the cake with the action to change long overdue orders to that monarch card and wait again for some months - Do people even realize that AM is the only company that doesn't require these risky interest-free loans in advance Huh

).

Mining market in the longterm will probably split into some big mining companies with expensive setups and high energy consumption and on the other side we'll see the mining sector for "consumers" that needs cheap, small and user-friendly plug&play asics for their homes. (block erupters are a good example for this)
that consumer-market is where AsicMiner has the best reputation until now and if we see more adaption of btc this sector will keep on booming.

it feels to me like the beginning of digital era all over again apart from the mining game (Intel, IBM, AMD, DELL, Apple etc.). two or three main chip manufacturers, a lot of companies bulding asics and selling them (some going high-end, some endconsumer) and a few monopolistic mining companies that are equally balanced with endconsumer mining (at least i hope so).

i have no clue which companies from today will still exist in 2 or 3 years but imo AM still has a more than average chance to pull it off when i look at the chaotic market we have today.

of course all of this is pure speculation, so feel free to correct me if i went over the top or misinterpreted some aspects. Tongue

Here's a selection of my (relatively recent) posts on AM. Oldest to newest down the list.

https://bitcointalk.org/index.php?topic=99497.msg2955785#msg2955785
https://bitcointalk.org/index.php?topic=99497.msg2969164#msg2969164
https://bitcointalk.org/index.php?topic=99497.msg2984500#msg2984500
https://bitcointalk.org/index.php?topic=99497.msg2984672#msg2984672
https://bitcointalk.org/index.php?topic=99497.msg3059608#msg3059608
https://bitcointalk.org/index.php?topic=99497.msg3059938#msg3059938
https://bitcointalk.org/index.php?topic=99497.msg3060226#msg3060226

Obviously many of these are structured as conversations, so you may need to follow the links to the original posts.