Quote from: hlynur on October 28, 2013, 02:56:22 AM

Quote from: Super T on October 27, 2013, 11:33:57 PM

Net revenue from hardware sales: BTC 71k

Net revenue from mining: BTC 33k

Hardware is now more than two thirds of the revenue stream, these numbers show the extent to which Friedcat is working hard (and well) to diversify the business.

In the short-medium term, even the revenue from hardware is going to continue to diminish to the point of break-even or even negative ROI for sellers (let alone buyers).

Bottom line, even the log scale for difficulty (http://www.blockchained.com/ 7th chart down) is increasing exponentially, and anything with a revenue stream inversely proportional to it is fighting a losing battle.

Personally I'd like to see Friedcat looking further ahead and working to develop relationships and products aimed at the merchant services markets (e.g. dedicated processing capabilities for companies like Bitpay/MtGox), or even entering the MS/payment market themselves as consumer interest in China grows.

I have a few shares, I no longer think of them as an opportunity to profit from mining hashpower alone - AM needs innovation beyond "the next batch".

this

disclaimer: I have few shares, i'm in longterm, in desperation phase, emotional about my investment and drunk

because AM is not taking preorders and therefore isn't in a hurry releasing any info about the next hardware generation, future development is a blank page for speculation atm.
ergo only info is hashing rate and current earnings, which everybody is focussing on.

no company is finished after half a year of orientation.
Apple has also been quite a shitty company for a long time.
Companies need minds at the top that look out for innovation and observe future market possibilities and friedcat has proven that for me so far.
He must not be the top manager guy...if he and his crew spit out a product like e.g. a well-priced nextgen blade concept oriented towards larger mining farms in combo with their own patented immersion cooling system,AM is back in the game in no time.
And if it's not mining hardware in the long run, well so be it, plenty of other possibilities around.

This is a fast-moving market, but still in toddler phase. Not many companies will stand through the beginning years.
I'd feel stupid now if i invested money and cash out with a big loss without even knowing in what the withholded earnings even will result in half a year or so.

either you want fast money, well shit time is over (at least for now)...
or you see a future for a company in the big playground of bitcoin economy.

shit did i really paint that...f**k i must be desperate Grin

Quote from: lophie on October 28, 2013, 02:40:48 AM

Don't forget the goal is to grow your BTC, Right now just holding is better than getting in, Personally I will get back in at lower prices when ASICMINER "DELIVERS" and "DEPLOYS" again.

mining game is already a ratrace now and i don't even want to imagine how it looks in a year.
consider how amd and nvidia are running for these little fps in current phase of graphicchip-development. at some point you sink huge numbers in chip development and one false investment and you're at the edge.
It's much smarter to diversify during an early stage than get stuck in this develop-deliever-deploy-cycle in one market constantly trying to squeeze out more and more hashes.

O_O I found the ticket To enter the Steaming Hashing Factory