He-he pessimistic, are we?

And rightly so. There are still a few more KnC units to come on-line, not to speak of all the other stuff...
Not so much other stuff shipping that Im aware off. Next adjustment will be in ~10 days, HF wont have shipped a lot, if anything by then, CT most likely nothing either, or at least not enough and not early enough to make much difference; BFL has caught up with their backorders (and who in their right mind is ordering 65nm gear at those prices today), asicminer is sold out I believe, which leaves only a few small players like Bitmain and maybe some Bitfury gear?
Next 10 days will be the calm before the storm.