From my point of view ASICMINER is the only reasonable investment opportunity in the world of BTC mining. It will most probably flood the market with petahashes of reliable, efficient and well-tested chips and tuned immersion cooling accessories. I suppose it is the only vendor which will be able to deliver large-scale mining solutions and start a whole new segment - industrial mining.

I don't know how about KNC, but HashFast and CoinTerra doesn't seem to be able to produce and ship hundreds of thousands of chips/miners. They probably won't be able to gain larger portion of the market in the nearest months.

I expect AM security to experience huge income of new investors in the upcoming weeks/months. Price will probably rise substantially.