If BFL and Avalon can't provide significant hashpower to the community, ASICMINER may be forced to either hold back hashpower for a while or push the date for creating customer ready devices. Anything above a 1/3 target for the hashpower hashrate is thin ice because of the fleeting trust in the decentralized nature of bitcoin.
I could not agree more! ASICMINER could adjust hashrate with a feedback loop to keep it at a constant level of below 50% with some safety margin.