Regardless how you measure the bottom line, the promises made versus what was delivered have both heaven and hell between them. People who paid with BTC lost an immediate opportunity, but I'm sure they won't mind waiting an exponential to infinite amount of time to mine their 200 BTC back, in sight the ever increasing difficulty. Considering, too, that there is a direct correlation between BTC and $ in this transaction, the fluctuations in trade values have to be included in the calculations as well.
I'm not sure what your point is. Again, we're back to hindsight is 20/20, and Bitcoin itself would have been a better investment than miners. People who pre-ordered mining machines back in June 2011 obviously thought they would be a better investment than Bitcoin itself, took the risk, and have thus been proven wrong. They will still make a profit, but will not make as great a profit as they would have had they simply saved or invested in Bitcoin itself.