with KNC announcement of SCRYPT ASICS and friedcat not seeing them be a worthwhile investment. with the prices of other alts and interest in scrypt asics - does asicminer not find it a good market to explore as well. with a well made scryptasic this year (possible solo mining) it could give friedcat and AM further revenue, stronger foothold in cryptocurrency, diversification and many other benefits. someone should talk to him about exploring this option again.
I rather prefer to see them crushing their competition with what they do now: push innovation (things like immersion cooling) and superior architecture. Bitcoin mining will always be about being one step ahead and that's what is giving us an edge and a leading role in the future.