Did you even read his post? He never said that those companies should not make profit. He says they could make an equal amount of profit by selling at a lower price but higher quantity. That will not only make mining more fair for everyone but also also these companies who lie and deliberately delay delivery will have to compete by providing gear on time.
Also it does NOT take 6+ months to design an ASIC that does something as basic as SHA. Cointerra just started their design a week ago and are going to deliver in December.
if it were so easy to design an asic, everyone would be doing it. its not a week to design an asic. im pretty sure cointerra and hashfast have taken (skilled, experienced asic designers) something like 6 months, certainly closer to 6 months than 1 week
since youve got vmc and others offering a 16 GH chip in 28nm, and knc offering a 100 GH chip in 28nm, and hashfast on 400 GH and cointerra on 500 GH.. then clearly, the design of the chip is the thing that differentiates the performance, and i think the performance these guys are hitting is represenative directly of the skill of their asic designers (and the time they've taken to optimise the power consumption). thus its not just any old sha design thrown together and it seems like the skill of the engineers does actually make a difference to the design and enables the consequent performance. and to achieve your desired goal in the 400-600 GH range, that is a very high end, state of the art chip, and will not be achieved just by throwing together some public domain sha engines without any effort or skill required, - if it were true anyone and everyone would be doing it. in order to reach that level of performance you will need to do serious engineering to lower the power consumption and improve efficiency or you will butt up to the thermal limit of the chip without hitting the performance goal