I'm not sure why everyone is complaining that an ASIC is out for Sia. Every coin that has every had an asic produced has skyrocketed in price.
That is my feeling as well. It is simply competition, and since each Siacoin will be more difficult to mine it should be good for the value.
Mostly because it will do little to help in the aim of becoming the ultimate decentralized storage solution, most SIA functions require Siacoin to work in a POWish sort of way, if that is put in the hands of a handful of individuals using ASICs, that vision is lost already. In the end the only ones that don't complain about ASICs are those that have them.
Bitmain beating the Obelisks to the market is nothing short of poetic justice.