I thought Tom has repeatedly said that he isn't assembling the bASIC units himself. He's going to get them from the assembly house, flash and test them, the package them for shipping. Managing inventories should be much simpler than for BFL.

If I had to guess, I'd say his margins are likely to be much lower than BFL's, but that's not really much of a concern for us as customers. If true it might come into play more in half a year when ASIC vendors start slashing the price of their units to keep them moving.