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.
That's a very very optimistic opinion. KnC could turn out to be the next BFL for all you might know or it could even be delayed by a few months and then there's no chance you'll be able to get your ROI back.... or even worst, they turn out to be vaporware and you get nothing.
BFL are "aiming" at finishing most of their orders by September (yeah we heard this one before but they ARE delivering).
Avalon chips are coming and it's massive. Obsolete but still users will be running them.
Avalon batch 3 may mean only a few TH but it's still something
Bitfury few TH? lol. More like few hundred + Metabank's stash
And most important of all, ASICminer. They ain't going obselete anytime soon. They got the huge funds to back up their market share. Their next gen will be coming out soon as well.
Its your opinion, but 60 GH/s BFL is at 300mil diff pointless to run thats all. In that moment all BFL units will stop mining(jalapenos and 25GH/s little sooner). And this is same story for Avalen etc.
And i dont think that KNC will be next BFL. BFL is simple big disaster in ASIC business(customer service,more than one year delay, no ROI).