Funny, my results lined up 2 months into the future within an error margin of just a few days.
Can I say that this will be true in 6 months? No, why? Because reality is showing an even steeper curve than I used in Excel. So my models will at best, a best case scenario.
I am not interested in two months into the future. I am mostly interested in 2014 EOY. Think about where the HR can go before rational people stop buying. And where it can go because rational people do not know how many TH/s has been pre-ordered and will be delivered (nor when).
The one thing that changes the slope of the curve is the END OF PRE-ORDERS and the first company that starts shipping same day as ordered, changes a lot. Think about what I mean.