I could not disagree with that more!
You should invest in ASIC only after you have seen one delivered to someone somewhere.

4 months ago, when the first pre-orders started, if u invested 10 000$ in BTC or in GPUs, now (if you sell the GPUs) you would probably have 15-20 000$ depending on how smart and lucky you are. Although this is a very very rough estimate, how is investing in a ASIC 4 months ago a better than this?

Now if we assume that ASICs come today and difficulty rises 2-3 times. If you buy ASIC after you will miss the most profitable period, but that would be roughly compensated from the 50-100% income of mining or just playing on the BTC market or doing something else with your money for 4 months. So lets say that its relatively the same.

But what if ASICS don't come out, or come out in 2-3 months.