Quote from: JoTheKhan on June 24, 2014, 11:36:43 PM

Just an FYI: I own a small amount of shares in AM, have not and at the moment have no serious plans to purchase a SP10/30/etc.. Just wanted this information to be present before any questions make it to FC and rather not be called a troll or a FUDmaker.

Here is Spon dropping a tidbit of information during his/her/their trip to China for some conference or another.

Quote from: Spondoolies-Tech on June 24, 2014, 04:25:23 PM

Quote from: Biodom on June 24, 2014, 04:17:52 PM

That said-re chinese market. Guy, care to elaborate-you understand their marketing or price trends or whether they will develop 20nm or jump straight to 16nm?

Off topic, me to blame. I don't see a Chinese player doing more advance node anytime soon.
They're concentrating on maximizing profit and reducing cost and prices, short term.
AM Gen3 is selling at their own wafer cost. 40 PH/s of A1s
Lot's of low cost farms are being deployed. Seen some pictures.
3 shifts, 24 hours a day producing miners.

Here is Spon elaborating on exactly what he was referencing.

Quote from: JoTheKhan on June 24, 2014, 11:28:38 PM

Quote from: Spondoolies-Tech on June 24, 2014, 10:59:26 PM

Quote from: JoTheKhan on June 24, 2014, 06:24:40 PM

I think he is referring to the deal between DataTank and AM which was just reached 2 days ago? That is not Selling so much as a barter or trade, if I understand the deal correctly.

No. I'm referring to selling AM Gen3 ASICs to Chinese manufacturers in bulk.

You have word from legitimate sources that AM is selling their Gen3 ASICs to Chinese manufacturers in bulk at wafer costs? That is unheard of, thank you.

I wonder if the board is aware of this then..

From my understanding, this is not a smart, nor profitable idea.

Now I understand that Spon has reason to lie, I have yet to see them act in a deceitful or untrustworthy manner.

EDIT: A little more elaboration

Quote from: Spondoolies-Tech on June 24, 2014, 11:56:52 PM

Two bulk customers.

What are A1s? And how would anyone but asicminer know what the wafer cost is and that he is selling them for that amount?