Dude, there's also ASICminer for sure, potentially Bitfury as well.
BTC price I see floating between $100 and 100. Until they break through another psychologically important milestone. Perhaps --> ASICs --> more confidence investing in the currency because of a more secure and efficient network --> more vendors and merchants excepting the money transfer --> consumer confidence/interest --> etc.
I know about those two, but neither of those will have as big of an impact as BFL would if they actually fulfilled a large portion of their orders. Of course saying that that's highly unlikely is an understatement.
I don't really expect ASICs to increase confidence though, if anything, the relative stability of the btc price might do it. Of course, if nothing horrible happens in the coming months to bitcoin, it's definitely not going to drop too much either way.