Don't be so sure about that, the competition isn't sleeping. And that's not the bottom line.
The bottom line if there is another fpga conversion asic before BFLs "extended" deadline people gonna be duped.
As I already pointed out, I'm glad the competition isn't sleeping because current FPGA's prices are absolutely outrageous. 1 to 3.5 gmash for $150 will pull correct the current FPGA price gouging.
Except in the case of BFL it might turn out to be no ASIC of any kind but some next-gen FPGA like Kintex-7. That would even be consistent since BFLs main asset seems to be to be able to obtain mid-range FPGAs at wholesale prices. So they could have just made up some performance figures... you figure out the rest. (Mind you the singles were introduced to contain ASICs too.)
I don't know whats the ETA for the next-gen xilinx FPGAs but I wouldn't be surprised if it happens to coincide with the BFL deadline.
I agree that completion is good for the market, the problem is BFL isn't playing fair, neither to the market nor their customers,