Your 'inside information' is either wrong or old.
can you produce or link to any data that shows the relative size of asicminer?
what about just looking at list of mining pools (blockchain.info or organ of corti). we can see where kncminer is.. we can even see where bitfury might be. perhaps we can see some of the others. we also know what bitmain says they are. if we add up the network percentages that bitfury (40%), bitmain (20%), kncminer (10%?) and a few others (15%?) say they are (and hopefully can prove it someday)... then there's not a lot of unknowns left. asicminer is a public company. did they disclose just how big they are?
Let me invite you to do some basic estimation of AM's worth.
Total dividends distributed so far are 0.5911 BTC per share.
Bitfountain, AM parent company, own 236,038 shares.
You do the math.