although AM just started pricing in BTC. this drop will hurt profits a lot, unless prices are rebased.
The drop is just going to boost the sales hard. There is
quantity to be sold, and by then, back to $600-700 easy.
If the BE300 is already paid for then this drop isn't going to hurt us much at all. It will only hurt us when we convert from BTC to USD or BTC or Yuan, which happens when it comes to paying bills, paying taxes, paying employees, paying for stuff for the business.
If most of the money from these sales go to divs then it actually helps us, as people can now buy the miners for less USD but the same BTC. So our BTC div will be higher as more people will buy more machines. Now if you're holding the BTC you get from Divs then this drop is actually helping you a little. But BTC can't drop too far or it will be detrimental.