Re: ASICMINER: Entering the Future of ASIC Mining by Inventing It
terrible time to sell
=good time to buy 
Seriously, I think the final consumption will be a bit lower and it's good enough. In this case are more important the time and the size of batches.
I think the winning strategy at this point is to get the largest batch of chips made that is humanly possible and then move sky and earth to get the supply chain logistics worked out for all of the parts needed to build miners. It seems like every company out there is 100% selling out on PREORDERS, let alone actual miners.