Bottom line, 1) even if BFL doesn't give us near what they originally quoted, they would still reign supreme because they would still blow everyone out of the water, 2) even if BFL does not put out a single ASIC chip, the ball is already rolling and we may see ASIC's from a different vendor in a year anyways, 3) FPGA and GPU's are either running the gravy train (on us, the consumers) or just won't be worth the effort if you are in this for profit.