The board is a factor but in my opinion it is not the biggest factor by a long shot. The biggest factor is asic actually shipping their chips instead of keep bull****ing us with their dog and pony show trying to delay it further while they mines more. I have zero trust in that shady outfit.
Yes, the chips are a factor, but they shipped samples, and will profit bigtime from selling as many chips as they can, so...
Errr...they'll 'profit bigtime' easier if they delay the competition they are about to supply themselves with!
Maybe, maybe not. Keep in mind that chip sales will slow if they don't ship on a reasonable time frame. Moreover, its very hard to calculate the Net present value of these chips over the next few months, let alone years as there is no telling where difficulty will be. Keep in mind that BFL is also offering chips now, you know of KNC miner, and there will be more outfits to arise in the near future as well.
I think the safe and smart move for Avalon is to ship ASAP; most businesses would agree also. The possible reward with holding and using chips is very high, but so is the risk factor....I can't really put a number on it due to the amount of unknowns in the equation, but neither can you...and neither can Avalon...so the best move is to take money in the hand.