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.
If they can turn out enough self contained liquid cooled plug and play mining containers to deploy or franchise, I don't see how it could be a problem, providing AM tech more or less keeps pace with the newcomers. Indeed, it is a very scalable model. How much hashing power is in one of those boxes? I bet it is staggering. Still, that is at least 3-4 months away from what I infer. 16 or so very lean weeks.