Knc will give us updates and maybe upgrade boards once competitors do begin shipping, and by competitors I mean the above, not Antminers, though I do appreciate the latter is contributing to difficulty increasing.
Why would they hold off for those outfits specifically? HF is shipping, ngzhang claims 5.1PH of Avalon gen2 chips have shipped and they're increasing production. Bitmain (even though you're discounting them) have shipped a tonne of hardware. Bitfury and his re-sellers are still shipping in-hand product. Bitmine has their first lot in and are moving into production. This concept that KnC is sitting here waiting for Cointerra, BlackArrow (lol), and/or AMT (lol) to ship before offering upgrades is a bit ridiculous.
Here's a theory: KnC has their own mine. They cannot control what other manufacturers are shipping and are at their mercy regardless. What they can control is their own product. By not adding module or Jupiter (or whatever) sales, they are stemming the tides to protect their own interests. Perhaps they're trying to recover their own ROI (BTC -> BTC) before undercutting themselves by selling more KnC gear to consumers.
Wow, you didnt even mention BFL. Thats just plain rude!
