ASICMiner products probably exceed 30% of the hashrate share already. But you have to realize this:
ASICMiner valuation = (ASICMiner hashrate share + ASICMiner customer hashrate share) * mining share of bitcoin valuation * bitcoin valuation
I highly doubt all mining makes up 30% of Bitcoin's industry, let alone a part of mining.
I highly doubt money supply = GDP.
They have different units, so I fail to see how they can even be compared.
What I'm comparing is money supply to stock supply. If ASICMiner is valued at greater than all
BTC combined is valued, then it follows that ASICMiner must have revenues separate from Bitcoin. This is not true, so ASICMiner stock will be capped.