Guys you can hardly buy any asics now that are guaranteed to ROI. the 85% of BFL orders that havent been shipped are now officially screwed. people who paid $275 for 5gh jalapeno still in queue can now buy a 10GHs blade for $420 - essentially $210 per 5gh jalapeno. And the blade doesnt require a computer to hash with, ships in a couple days, not a couple months.
At least people getting into these are buying it at today's price at today's diff. They're not saying they'll sell it super cheap and deliver it whenever.
Even some of these guys promising December and Jan delivery for ridiculous hash rates for $10-20k you really don't know if THEY will ROI or even if they'll deliver it in Dec or Jan, or if it will be June or July until you really get it. Avalon as proved that even reliable, proven vendors can choke.
At least these have a small chance in ROI if these 28mm chips are stalled a couple months, or if BTC price keeps rising. And hardware is never worth zero resale. Look at BFL FPGA's still selling for $200-300 on ebay (which is quite silly considering you can get a couple USB erupters for less)