I'm sure this is addressed before, but how certain are you about the dates? They seem too optimistic to me. Can you give us a best / worst case range?
I will try to keep as objective as possible and evaluate ASICMINER as yet another normal startup when considering the configuration of the MU portfolio.
It would be particularly nice if this were to boost up MU also. Since you are an insider, MU has an opportunity to jump in earlier if things turn out fine.