addendum: The above is based on a current market evaluation of AM at 10% of mining revenue, giving AM a valuation of 800,000 btc. That makes the current AM shares rather cheap... I recommend loading up on them up to a point which you're comfortable with... (based on the ratio above)
I still have faith in Friedcat, but I do not see how it is possible to mine/sell/franchise an average of 10% of the network starting in 2.5 months using 40nm tech. My valuation of AM has always been based on this goal, and while I will never bet against Friedcat, it seems difficult to produce that much HW at this point.