For those that do not have time to read the rest of the threads:

If KnCMiner hits their delivery targets, the existing competition will likely out produce and out price them before or soon after their first units are delivered.  Multiply whatever hashrate they produce by an appropriate constant when you do your ROI calculations. 

They may be a very competent technical team.  However, KnCMiner has no power to "protect" your ROI.  It doesn't really matter what their intentions are.  The only way to protect your ROI would be to guarantee a percentage of the global hash rate for every purchase you make with them.