Perhaps, though it's hard to see where the record dividends will come from as hardware prices crash and AM's share of the hashrate shrinks (
http://www.asicminercharts.com/live/).
Remember, also: markets are forward-looking.
From volume. AM products now
have 60-90 day ROI, instead of 6-9 month ROI. They have literally fallen 90% in price and are still very profitable to manufacture. This ROI timeline exists despite the recent massive difficulty increases of the last 2 months.
More importantly, because they ship, they are now literally the only game in town and will be for at least the next 2 months. Blades bring in much higher dividends than USB devices, and AM has maintained high dividends despite not selling blades for the last month.
TLDR; I think they are about to absolutely crush it.
Only an idiot would believe that ROI. You're racing an exponential curve. These sales will last a few weeks, at most, and FC would be foolish to push all of the proceeds out the door at once, since the following weeks would look horribly anemic and crash the stock.