I think knc is where they want to be right now slightly ahead of schedule for September deliveries. If I were the competition I would be worried seeing as how once they pump out these machines they begin working on more energy efficient models maybe even 22nm chips.
Nothing to worry about so long as they don't mine with what they produce. I hope they give Chinese scammers an uphill battle and I wish KNC the best. I will proudly support them. We need somebody competent in the ASIC world that can deliver. If everything goes as planned for a September delivery then it's about fricken' time we finally have somebody that knows their shit.