Was it that dividends were edit "withheld" slow to be paid out as a result of processing the 5% management fee? I'm just trying to appreciate the discrepancies between the two assets when it comes down to the real world.
While your question is ill-formed (I don't understand it), all that can truly be said is this: No one person or analysis can speak for a market, it can only speak for itself.
It's up to you to decide how to value the differences between AM1 & AM100.
If you haven't already read ASICMINER's original terms and the full descriptions for each PT that exists, I suggest you do so.
Also, please note that I no longer represent ASICMINER nor any of the PTs, etc.