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.
I would be very pleased if the competition fell on their face between now and November, but that's just wishful thinking. I have estimated that difficulty will be at 100M by September and likely 200M by late October/early November. Until KnC has some sort of a major delay, I'll keep my order, but I am not planning on making a ton of profit.