Quote from: jimmothy on July 22, 2014, 12:02:09 PM

Do you need to buy pcbs, components, and server psus months in advance? I'm sure they are a few other components that have long lead times but I really doubt the majority do.

As a customer I prefer them to secure the components in advance than to take the risk to buy them from stock when they could be unavailable.

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How can that be? Server psus are probably one of the most common parts they are using.

Do you really think you can buy >2k PSU off the shelf with immediate delivery? Why are you underestimating the sales force of the PSU manufacturers?

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I'd love it if spondoolies would let us know exactly how much they spent on NRE. Doubt it would be nearly as expensive as some expect.

Many AM shareholders would like some answers to their questions, but it seems that FC is late in delivering them and sometimes he is giving general answers to specific questions.

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The difference is that once those companies were fully funded, they stopped taking preorders (besides KFC/BFL/SPtech).

That's why gen3 will have a no pre-order model. "Fully funded" is a subjective term and if you consider it so it doesn't mean it's actually viable.

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So you're basically admitting that they are milking their customers just so they can have their gen3 faster?
Seems legit.
If only AM had taken preorders for their gen3. Sure the specs would have been way off and every customer would have been fucked but they would probably already have gen4 by now.

If AM had taken preorders for gen3 they wouldn't have any customer for their gen4. How are those 100PH/s in 2-3 months looking now? How many are deployed by now? I would say a maximum of 10% Cool

Quote from: jimmothy on July 22, 2014, 12:09:24 PM

How can you possibly know what the competition will be like in 2 months?

Or are you just completely guessing based on what is currently available?

After more than 1 year in the ASIC scene you should have at least some sort of educated guess. But as previously stated you are very very bad at predicting and acting for the future.