You will see the following;

* Batch 1 will have minimal impact to profitability (80-90% of todays levels across all Equihash coins)
* Batch 2 will have significant impact to profitability (guaranteed to reduce to 30-50% of today's levels)

I make that statement on the basis that Batch 1 sold out and Batch 2 still hasn't sold out.
Batch 2 is so big, that they have; dropped the price to $850, given out $250 coupons and doubled the shipping quantity for some.

They don't want to even contemplate storing a warehouse full of new Z9's. They understand that moving stock is business. They want all sold long before production starts rolling them out and they have estimated a LOT of production.