It was almost like Cointerra was reading this thread. Did you notice the 2Ths machine they're preselling just dropped to $13999? They see that although difficulty is rising quickly, KNC owners are going to be relatively flush with BTC around Christmas time. If KNC over-delivers and a lot of customers get their miners in September, or if the KNC hardware 'over-deliver' and prove to hash signifigantly faster than advertised, it will be even better for Cointerra. KNC is announcing a temporary cease-fire, right when their customers will have enough BTC mined to afford more hardware and their customers will see the need to increase their hashpower the most.
If both KNC and Cointerra can deliver on their schedules, Cointerra may be putting some nails in the KNC coffin. Remember, I have a Saturn and Jupiter on order, so I really want KNC to succeed, but it seems like their winter embargo could spell their doom. Yesterday I needed $15750 to buy 2Ths from Cointerra, today that's dropped to 14 grand. That's like getting 5 Jupiters for $2800 a piece. Not a bad deal.
I would love to hear about Gen 2 from KNC, but they are generally very tight lipped until things are in later stages. Cointerra may never materialize, and I certainly don't have the same confidence in them as I do in KNC, so I won't pre-order a unit. I would love to remain loyal to KNC, but they need to act in a manner than makes me feel confident in them beyond my initial purchases.
Lets get back to reality here: Who cares what the inscription on the board reads, I wanna make enough BTC to keep buying miners from KNC.