I am thinking these are going to be a tough sell to small time miners.
There are going to be a small number of BabyJet owners who may want to increase their HF stake, though I think most folks are burned out now with the fast difficulty rise. My guess is if KnC is late, some will jump on then... maybe even some KnC people will refund and switch. If KnC does deliver, I think it is going to be a dry spell until the BabyJets start delivering. KnC would have stock in hand for Nov. delivery with a proven product.
If the babyjets start delivering on time, some might pick the no mpp program but as zedicus said... the MPP is what sets HF apart. Without the MPP, HF looks like any other asic vendor.