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.
yep, I like this summary and I agree with it. I actually think it's good news overall and since I'm with AM for a long run I'm gladly staying with all my shares, even though I'm pretty sure that the dividends will be very very low in upcoming weeks/months. It's better to know that the dividend is low and when you're expecting it you won't be too dissapointed. What will probably happen is that a lot of shares will change hands from speculators to conservative investors.