Quote from: Vexual on September 08, 2013, 06:16:36 AM

Quote from: Vycid on September 08, 2013, 06:09:17 AM

Quote from: Vexual on September 08, 2013, 06:06:36 AM

Like the one from September 2? Did you read it?

This one?

https://bitcointalk.org/index.php?topic=286486.msg3065505#msg3065505

Of course. There is no useful information for shareholders here, except that the design of the blades was changed slightly.

He's willing to put the time in to announce the new products, but the shareholders don't need to know whether Gen 2 is on schedule, or how much FC's costs are per blade.

That would scare the bejeezus out of me if I was long.

I understand that Friedcat has no intention of releasing any information that is not set in stone. He knows the manufacturing game, and costs and schedules can change.
No pre-orders, no bullshit.
This part of his business model, I believe, is one of the core elements to ASICMINERS success.
Discretion in such a cutting edge market has also been an invaluable business practice.

I do appreciate that he has not engaged in the pre-order crap. There is a lot of intangible value there.

But not letting anyone know whether Gen 2 is on schedule or not... I do not see how that is defensible. Why should he not provide the information he has, and then provide updates if that information changes?

If he's got good news, I'd think he would share it. He was more talkative in the earlier days, which I really appreciated. I saw this pattern with Yifu... it's no guarantee of anything, but why the change?

https://bitcointalk.org/index.php?topic=99497.msg2390687#msg2390687
https://bitcointalk.org/index.php?topic=99497.msg2013118#msg2013118
https://bitcointalk.org/index.php?topic=99497.msg1731913#msg1731913
https://bitcointalk.org/index.php?topic=99497.msg1571278#msg1571278
https://bitcointalk.org/index.php?action=profile;u=49840;sa=showPosts;start=140