Lost me on that...  the only thing its taking into account is the difficulty increase based on previous months percentages, hash rate of unit, and start date.  There is nothing in the formula to account for companies releasing X hashing power on the network.

Some say that KNC being delayed just means the hashing rate spike will be delayed-- while that is true.  Bitfury will be adding huge volume along with others.. so the sooner the better (of course).