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With BE300 correcting the mistakes of BE200 and being pin compatible with BE200, the roll-out of BE300 will be far quicker and cost less too. Quite a few manufacturers already have experience with BE200 and a well performing BE300 would be very tempting to them. The production infrastructure for building miners would already be there as well and allow rapid deployment of miners for sale and self-mining. Overall, it should be a very smooth and profitable transition if the chips perform anywhere near as well as expected.
This.
Re-use/continue device piece supply line, insert BE300 (interchangeable parts, I like), fix end-user flexibility/stratum proxy issues, roll out next gen of miners in February and AM re-proves itself to the world over again. Now, whether its to happen, and whether friedcat can bring it to market in time is the main question.