Would we even really KNOW if someone were close to releasing an ASIC scrypt miner? Couldn't they just be working on it under the radar and then drop it on the market? Isn't it possible a company would learn the BFL lesson and rather than overstate and overpromise, do the exact opposite - perfect their product, and then drop it on the market..? That would also ensure they beat any would-be competitors to be first out.
Anyone see any problems with this argument?