About monopoly concerns at least they are right.
Many would feel uncomfortable with AM being "KING", just retaining leadership would be enough. Strong competition is necessary, so I hope competitors deliver mass-production of second-generation chips late this year (by second-generation I mean 65nm and less, excluding BFL).
I would even prefer AM losing leadership, over their total domination of Bitcoin ASIC market. Monopoly would make Bitcoin itself endangered.
By saying he is king, I just meant he will retain leadership and we can be confident in that as we see this unfold in the next ~6 months. Confident enough to value a share at 10+ BTC.
However, even if there is a monopoly (as in, AM is the miner at 50% network share and everyone else is an AM consumer), it won't stop the majority from riding that boat, heh.