If BFL customers consider that Avalon is upgradable (to what extent remains a question), then they may take a second look.
Assuming all modules in an Avalon case are exactly identical to each other. Then I can start mining at 65Gh/s~70Gh/s.
When the upgrades are released by Avalon, I'll have an upgrade path. With BFL none, except buying a very expensive second unit by comparison.
Are you forgetting that BFL offers a 100% trade-up program for FPGA to ASICs? And they've said that they will prolly do another similar trade-up program for 2nd gen ASICs? So how exactly does BFL have an inferior upgrade path?
Avalon: I get to buy more hardware and manually swap out the ASIC chips myself. Lucky me!
BFL: I get to mail them my old miner for a massive discount towards a new miner. Lucky me!