If you narrow that to purely bitcoin mining, I still think it's untrue, but you at least have good data.
There are many other coins that can be mined with ASICs, and then traded, or they might become something in their own right. This is not a one dimensional game.
PPC is the other viable currency using SHA256 but even that difficulty has been skyrocketing in the past few days. If BA can hit their dates, it'll be a narrow ROI, any miss and it's a gamble at that point.