Yes, we certainly are. And so should everyone in the ASIC business, including Intel. If BFL's numbers are to be believed, our assertion is that they have discovered new manufacturing processes that are vastly more efficient than anything the semiconductor industry has seen before.
Once I have money coming in I am going to buy at least one and try it out. Just cause i want to have a Bitcoin miner appliance as a conversation piece.
"Oh that? That is my Bitcoin miner" "Your what!?"