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
I agree with you that less efficient Gen 1 asics such as Avalon or BFL will become obsolete... but they wont until diff rises
quite a bit past that 150-200mil.
Until then the millions of Avalon chips will make a significant difference. And BFL might (I doubt it) speed up production.
Bitfury -few TH/s?
I disagree. Poject "100TH" will (eventually) deploy 75TH in August and 25TH later on, metabank will (eventually) deploy around 50TH until October, Bitfurystrikesback/Megabigpower will (eventually) deploy several hundred TH until the end of the year (if shipment begins in August).