ASICMINER's next generation chips will be out by November... do you honestly think any of these IPOs will produce functional products by then? We don't know the specs of the next AM chips... but there is every reason to assume they will be in line with the specs these other companies are promising, if not superior.
The primary difference is that ASICMINER has proven that they can deliver.
The primary difference is that ASICMINER has proven that they can deliver.
Oh, I have much more faith in them than any of the new hacked IPO's appearing with new chips properly designed.
The only exception for me is ActM (eAsic) and KnC (ORSoC), even though I'm really doubtful of KnC: they seem to have designed a 192 core chip at ~500MHz, 0.9V. That's a very very very big gamble. In the end, I'm expecting they will have to cut on the frequency to 300-400MHz and up the voltage 1.0+V to get that behemoth working.
(and let's not even talk about the problem of having 4 of those together generating 250W of heat each)