Perhaps what might alleviate the worry that people have (me included) is if SB could give us an idea of how many full units have been ordered so far... my guess is that out of the 3700-odd total units that could be made from batch 1-6, a large proportion will be chip purchases only. The question is, how many non-SB purchases of chips will want to use SB for assembly?

I have to say, I would think SB should give people that have bought chips through him first refusal;I know we're all in this 'bitcoin thing' together, but fair's fair. Maybe SB should email everyone who bought from him and ask whether they have/are intending on using his assembly services. Then we would have a better idea on whether to panic or not.