Well, ASICminer is still shipping a lot of USB sticks, right.

And BFL is in trouble cause of too many broken promises but they're still the biggest and I think a lot of people upgraded to their monarch 600GH rig.

If they deliver the Monarch as promised then they'll be saved.  If they fail once again and drag it out with lies in top of lies for months to come then they're done and I see a class action suit cause many people lost so much money waiting on their ever changing shipping timelines.