My vote would go towards getting an Avalon batch #3 order in. It seems appropriate to grow with the network using the best and most cost effective tech available at any given time.
I don't recommend this given the outrageously high price and the unpredictability of profitability depending on BFL / ASICMINER's deployment.
I agree that BFL / ASICMINER (and others) may change the game significantly. But then surely it is better to have more mining assets rather than more BTC sitting in cash doing nothing. If ASIC farms come online in the next few months then profitability will suffer regardless.
Price of Avalon batch #3 seems appropriate to me. BTC-wise it is in the middle of batch #1 and batch #2 as I understand. I don't bother with the USD comparison - surely the only way in which USD are relevant are in the operational cost of electricity.