That would be 200m$ worth of BFL hardware... Not going to happen, leaving quite a margin for less efficient device to cover their investments ... at some point.
That would be 200M $ worth of BFL hardware
at current prices. There's a substantial financial incentive for them to drop their prices once business slows down - the marginal cost of ASICs is fairly low and the up-front cost fairly high, and they probably want to make as much money on that upfront investment as possible. Of course, that doesn't leave much room for purchasers of BFL's devices to cover their investments either.
Indeed pushing too much power in the network in a time brings to very low profit unless price of btc skyrockets. So if ASIC producer don't want to kill themself they have to don't reduce price or put too many ASIC out. Doing some small calculation if network power jumps at 40X a 60GH/s ASIC can barely cover the energy costs in USA and noway is profitable in lot of European country (in Italy you've to add 500$ in a year to cover energy cost).
So or price of BTC double in next few months or power increment due to ASIC introduction will not be over a 20-25X or there'll be no profit in mining