Re: ASICMINER: Entering the Future of ASIC Mining by Inventing It
Bad news
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1) (Very) Fuzzy on launch date
2) Cube sales paid out already
3) Nothing between now and Gen3 launch to augment mining sales = terrible dividends for a while
4) (To some) 40nm technology (though I don't give a hoot)
5) No dedicated PR person ... still
Good news
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2P to 20P deployment. That has to guarantee at least 10% of the total hashrate right?
For my money, the good news outweighs the bad news, but I'm hoping lots of people don't see it that way and bail out
Fair summary.
fc stressed that their emphasis is rightly going to be on Gen 3. That does portend some low divs ahead, so rightly or wrongly I think you will get your wish about the share price.
Here's hoping
I just can't believe some people won't bail when the divs get much lower ... and they will get much lower and for an extended period. How much lower the share price goes just depends on how many people can see the "long game" vs the "1-week brigade"