Walls are nearly breached, wondering how high we will go after that! 
Probably a spike as the SDICE funds arrive (much later on Bitfunder) then a lull and dip until ActiverMiner prove they can deliver (as some people will want to get out and use funds elsewhere).
Yep, that's how I see it too. I hope the speculators do well, because they are an important part of the market, however the real value in ActM is as a long term hold. Early dividends alone will probably be worth more than any short term capital gain the flippers make.