Well, this is interesting - BFL also offers not mounted chips now. Assuming BFL chip yeld is reasonably good, then it might get interesting. It all depends on real chip availability - we have not seen Avalon chips available en masse yet but considering appearance of 1...3Thash clients, there probably is significant number of ASICs available already. I would speculate for high volume chip buys before availability to general public orders and fast rising network hashrate at the moment might be direct result.

https://products.butterflylabs.com/65nm-asic-bitcoin-mining-chip.html