The problem with asics(my opinion of it atleast) Is that once the asics go online the difficulty goes to the point were noone can profit unless they have an asic. The result is the asic manufactures control the supply and use their products against the system (by mining themselves) and gouge everyone to get in, I hope that it will stabilize eventually, but asic manufactures are gaming everyone.
Ok, I mostly agree with what you are saying. My only reservation is, that what you are describing here, is already (to a large degree) valid for litecoin as well. You need to assemble for-mining-only hardware (rig with graphics cards), otherwise you can't profit from mining (and you also have hard time to compete with those who have got free electricity). The crux of the problem is still there, and it isn't any cheaper (or easier) to build scrypt-rig, comparing to buy ASIC.