They are going after the higher end guys who are willing to make a business out of this.
Actually, PCI goes after the lower end market. You want blades with a simple rackmountable backplane that can handle 10 or so blades. Not something designed to sit in $500 of 4U overhead with tons of wasted space inside and a shitty cooling profile.
Anyone "higher end" will understand the huge problem BFL has set themselves up with and probably has a KnC and/or Hashfast pre-order. Someone with a lot of money might decide to 'hedge' their bets somewhat by adding this. But anyone with serious money to invest would be
insane to risk it on a company with this kind of track record. Especially since the margins won't even be that good compared to the promised returns when BFL first started taking pre-orders.