BFL ramping up deliveries, Avalon chips inbound!!!!, Avalon batch 3, ASICminer, Bitfury, and some other small players
The next few months are going to be bloody tough. Wont be surprised if it hits 150-200mil by October-November
BFL - very slow shipping - no worries - obsolete soon
Avalon chips - pfff nothing - obsolete after KNC will start shipping
Avalon batch 3 - no shipping, if yes only 36TH/s - means nothing
Bitfuty - few TH/s means nothing
ASICminer - obsolete soon
Other companies - avalon clones - means nothing
Thats my opinion.