if you don't have one these running in the next few months, to me there is no point of having one. The difficulty will be too high and the profi margin back to pre-acis levels.
This. The first people to receive ASICs are going to be the ones that truly make a large profit. People with the first batch of Avalon ASICs would be very happy with their purchase right now, as the difficulty is still low enough for them to make a good profit. As BFL starts to ship through all of their pre-orders, the difficulty will rise and it will be a lot like GPU/FPGA mining is now.