Quote from: mrlupin on October 21, 2014, 09:46:11 PM

Quote from: Puppet on October 21, 2014, 09:29:45 PM

Quote from: mrlupin on October 21, 2014, 08:19:06 PM

In a few words:

- No upside. There is absolutely no upside whatsoever in revealing the strategy to the public. Rule #1 of business, don't give away your strategy. If you do, it's for pushing around the competition or raise money. They don't need to do any of that right now.

Thats simply untrue in the zero sum game that the mining market is. If anything, you *want* to let your competitors know, possibly even exaggerate what your plans are.

Make everyone believe you will have x exahash online online in y months with 0.1W/GH would go a long way to kill your competition stone dead, both by stopping them from getting (pre)oders and making them and their investors think twice about their own planned capacity. Why do you think bitfury is making public what they are aiming for and the capacity they are planning to put online? Id quiver in my boots if I ran a large scale mining op. Or for that matter, held AM shares. 100MW and 0.2J/GH in a few months. 0.1J/GH next year. Fuck me, if BFL had said that Id shrug it off, but when bitfury says that, especially after securing the funding, it aint a joke.

Fair point, I think we agree, goes back to what I said about raising money and pushing around the competition, looks like it's what BitFury did and is now trying to do respectively

. So now AM has a strategic advantage, Bitfury has revealed its plan and AM hasn't. AM can decide whether they think it's true or not and whether they want to act on it or not.

e.g.
- by finding who the suppliers of Bitfury are and cutting deals with them
- then by finding who the customers and distributors of Bitfury are and cutting deals with them
- then by starving BitFury based on price and going to their VC to get the next round of funding showing them their strategic superiority
- then by poaching demoralized BitFury employees

Or simply
- by outdoing BitFury on volume

AM has a large stash of cash, not sure about BitFury, a simple approach would be to prevent BitFury from doing any sales for the next year by selling at a lower price, starve off BitFury then either buy them or poach their employees.

I am not advocating they should do any of that, but it could be an effective and merciless strategy (yet somewhat dirty and costly).

"AM has strategic advantage for not revealing their plans"...wow...simply WOW!Another blind shareholder...This is not a Tom Cruise movie and while AM has their supposed strategic advantage Bitfury is bringing lots of MW online.