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.
Why? Did they secure 3 months worth of components for the sp10s?
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?
I think you are underestimating the production capacity of PSU manufacturers.
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.
Must I find all the absurd predictions you have made?
I remember "I predict the whole miner/system (AM) will be well over 2$/GH".