I am sure someone like king_pin
still does not believe in ASICs even though we have now 5 delivered Avalon units (jgarzik, the Foundation, techwtf, xianfu, and another chinese)

I just cannot understand why you guys at some point did not believe in ASICs. It is a financially and technologically natural and inevitable evolution of Bitcoin, like pretty much all the other computing industries on earth!
Let me correct myself. Being in that kind of bussines, I know how much it costs to make a proper asic machine - what avalon made is more of a fpga/asic clone. Avalon delivered 5 items, there is no kind of guarantee that they will deliver all.
Just wait a little more time for the entire batch 1 of Avalon to be delivered. You will see.
In ASICminer i believed, since he was planing to spend much more money on development.
You are the only person who seems to believe that ASICminer spent more money [than other vendors].
We have proof that BFL have even more capital than ASICminer. ASICMiner's IPO raised only $200-300k while BFL has presold a few million dollars of devices (we have indirect proof through bitpay who inferred that $250k of ASICs were sold the first 24h alone after the opening of pre-orders) and BFL also claims to have investors (not proven, I will give you that). Plus BFL was already established business having sold thousand of FPGAs in 2012.
So if you base your beliefs on how much money is spent, if you believe in ASICMiner, clearly you should believe in BFL as well.