Will be keeping my eye on this as well. I've been telling people that a scrypt ASIC was only a matter of time...
Regardless, my main concern here is regarding release quantity, timeline accuracy, and pricing model. While these are theoretically much more energy efficient than current GPU mining setups, you can snag around 800 khs at around $400-500 (for the card). I'm afraid this might rely on a longer timescale to be profitable than ASIC mining recently offers.
But, as I said, I'm keeping my eye on it. Always looking to reinvest some of my mining earnings!