You know what, all the talk about what companies will deliver and shit like that is nonsense now. I've never seen so much talk about shit that's supposed to happen or supposed to be made. In their newsletter it said that Jupiter would ship early Autumn, and that means in the bitcoin ASIC world late summer, next year. We would have to wait AT LEAST a solid half year for those Jupiters to be made/shipped.
Well that's the risk, ain't it. And if it pays off, the people who get their 250gh monster in August will likely look like geniuses. Or it could turn into another BFL delay fiasco and they're out serious money. But <$10k isn't a huge risk to take considering the potential payoff of 250gh/sec.
People talk about mining like the price of bitcoin is never going to increase. I don't buy that the price of bitcoin is being driven purely by press. Bitcoin's lower transaction costs constitute a compelling business proposition, which in time should equal more demand.
I think this time next year, everyone buying ASICs right now will be very happy they did so.