Even with existing outstanding orders from just Avalon and not even considering BFL's orders, I'm guessing something like 50M. I'm guessing that BFL will continue to kick the can (and people still hold faith) and that Avalon will have some teething issues in batch 3 as they reach a large production rate. Guessing on batch 3 by end of summer making up the bulk of the increase. Don't think the amount of GPU power leaving the pools will matter at all more than 10% of future rate. I think high end GPUs will be able to hold on just through the end of summer and early fall. I'll actually be somewhat embracing of when I quit GPU mining 2x 7970s so I can use my system for some triple monitor eyefinity gaming. I've already broken even on 2 7970s and a PSU so I don't mind too much if the difficulty skyrockets.