Don't be surprised if BFL tries to copy Avalon in the premise.
I thought the mini rig was already customisable/upgradeable, meaning that Avalon copied BFL.
Or they both consider it logical to make a customisable/upgradeable product and it's a commonsense choice rather than anyone "copying" someone else.
I honestly wonder if the level of fanboi-ism would be so great had the products been delivered last year. It seems to me like people have become irrationally emotionally attached to ASIC products and I wonder if there's going to be a lot of disappointment in them once Avalon, BFL, ASICMiner and Goliath have all thrown significant new hashing power at the network.
Why would Avalon not be able to upgrade to a better design after a few batch iterations? June is 4 months away, it only took them that much time to bootstrap their project from scratch, why could they not leverage their knowledge and do it again with a different 65mn design? Or better. Their design seems to modular and ready for upgrades.
I suspect that any ASIC vendor who isn't already thinking about the design of their next generation products is going to be left behind. We're going to hit the situation where it's not profitable to buy single units very quickly and the number of people who can just keep buying more units to maintain a constant proportion of total hashing power will be limited. For everyone else, the level of diminishing returns is going to happen sooner rather than later.