Not that I am personally that interested in speculation but I have purchased shares personally tonight. Clearly a lot of people are running scared because of the "Avalon news", but I think most people realize that this is GREAT news for Bitcoin as a currency, while I don't think it affects short/medium term mining or current/next generation ASIC at all.

What people should take this investment as is that a LARGE investor that couldn't possibly buy $200 million worth of Bitcoin on the open market is betting FIAT on BTC increasing in value A LOT in the next few years.

There is NO WAY that 20 nm will come out in any quantities before mid/late 2014 (and that would be very impressive) and time-to-market is still more important then anything.

I think the "crash" in ASIC stocks today has been a great opportunity for cheap shares in many companies not only Labcoin.