Re: ASICMINER: Entering the Future of ASIC Mining by Inventing It
It's not safe to expect anything except that existing companies will aggressively exploit emerging trends for profit. I think it is more likely that we will see one of these companies start to get involved than otherwise.
My bets are on Cypress as a first-mover, but that isn't to say I can't see Intel in the near future. At this price level, AM's window appears to be closing.
I think it's time to call some people I know at Cypress and find out what TJ has been up to
My bets are on Cypress as a first-mover, but that isn't to say I can't see Intel in the near future. At this price level, AM's window appears to be closing.
I think it's time to call some people I know at Cypress and find out what TJ has been up to
Honestly, I see this one even less possible !
AM is already a very strong brand in the Bitcoin world. I think Intel or Nvidia are the only players with enough brandname to just come and sweep everything away, but, as I said, the non-action up to now gives AM a good couple of years to work on its headstart.
Help me think something though... what would be the best way to fairly compare the scale of AM vs. Cypress ? Market cap? Ph deployed? Units deployed?
Cypress does about a billion dollars of revenue a year. They specialize in niche markets that the big players don't dominate.
The CEO, TJ Rogers, is a hardline Libertarian.
http://en.wikipedia.org/wiki/Cypress_Semiconductor
If AM is thinking about 20 PH, Cypress is thinking about 200.