What I don't understand is why AM would be selling 10 times the amount of hashrate it has (supposedly about 25% of total bitcoin hashrate @ 4ph) when its main source of income as far as I know is mining dividends. Is AM making a considerable profit from asic sales that make it more profitable than mining solo? Is solo mining even profitable? Guess we will have to wait till oct 27th for the financial details.
I now somewhat see this as bad news that 1000 th/s total will be from AM but only hashing 100 th/s themselves I would much rather the numbers be 100th/s total and 100th/s themselves but then again I'm sure whoever bought the 1000th/s would have bought from bfl or bitfury either way.
Why do you focus on mining? I don't really understand this obsession with mining dividends...
Who cares if they mine or sell as long as they pick the option that is more profitable? And at this point, with the technology that AM has and the current difficulty, I doubt that mining is more profitable than hardware sales. Also, in hardware sales the risk and uncertainty of the increase in difficulty is removed.
In a way, AM makes more money because their customers are bad at forecasting. Sad, but works for me as a shareholder.