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.
The good news is good, but it doesn't have any bearing for 2+ months. Trying to predict the Bitcoin world, especially mining, 2 months out is voodoo at best. I'd rather hold Bitcoin and make a decision in Feb when we can evaluate the landscape. I think we see some record low divs and YTD price. Probably be some good buying opportunities in the New Year. Darkest before dawn, and all that.