Quote from: jimmothy on November 21, 2013, 09:33:05 AM

Quote from: BitThink on November 21, 2013, 09:08:03 AM

If our concerns about AM still concentrate on mining income, then I am quite confident that we will be disappointed. One bitfury has already caused the big drop of shares of AM, then KnC, and now BitMain. BitMain is also in China and their first 30 units were sold in 2 hours, and then they will produce mass batch of their 55nm chips shortly. That will not only hurts the mining share of AM but also the hardware sales.

If there's no big news about cooperation of Gen2 chips out in this month, then the following 3 months are miserable for all AM investors, who will see big loss in revenue (both mining and sales).

The only hope is the Gen3 chips, which may be ready no earlier than Jan 2014. Forget about cooling technology now, cause it will not help in the short term. Even finally it is sold to big companies, I doubt AM have the ability to produce them in large quantity.

In short, now mining income almost becomes irrelevant in evaluating AM's future. There's no point to look at their hashing rate.

KNC 28nm is not even more efficient than an am cube... bitmain is not selling only accepted pre-orders.

1) KnC 28nm watt/G is less than one half of AM chips. Cube is still using the Gen1 chips which are > 7w/GH
2) bitman is selling on stock units.