And the ability to deliver, of course - but that is easy to demonstrate if you've got the hardware.
And my point is no, its not.
Edit: I'm not saying that a worthy competitor won't emerge. Maybe one will and maybe it will be Cointerra. They state that they will be shipping chips before the end of the year. I'll make a prediction that before that happens, AM posts record dividends and the price rises beyond 5.2 BTC.