Amen to that. Also BM is in a dangerous position because it is the crypto market leader - going after small cap coins with asics just isn't going to pay the increasingly hefty bills. Meanwhile the really big guys (Samsung for example) could annihilate BM from a technical and purchasing firepower point of view. Interesting times.
They already lost $500 million on chip design. Which apparently is part and parcel for chip design process, but still. They won't be going after any small coin/algo.
...and then they announce pre-orders for a Decred ASIC.