The only security in here that I believe have enough upside to invest in is ActiveMining that will both produce it's own mining equipment to sell and also mine with. They are in chip production now and the shipping of miners will start very soon.

I am also keeping an eye on Peta-Mine but unlike ActiveMining or ASICMiner they do not make their own mining equipment.

But do your own research and don't trust anyone that says that they definitely know either or..