What I somehow don't understand is the motivation of these guys (not only BFL) to make these units and sell them for say $100 to $200 (just a guess out of thin air) profit each. Wouldn't you start mining if you'd have access to hundreds of them? Or do they think the competition is out there so better start selling them?
By that logic shouldn't AMD hardlock their video cards to prevent mining and then just do all the mining themselves.
Some people are gold miners and some people sell the picks and shovels. Historically it has been the vendors who end up profiting more. You also have to consider the time value of money.
Say you have capital to build 100 boards (80 GH). You could either make 10% to 20% (no idea if that is what their margin actually is) in 2 months OR make 200% profit in 4 years at much higher risk. Taking a quick 20% and then using those profits to move forward on another project is usually the wiser choice.
My belief is these chips (based on low cost & high power consumption) are end of life 60/65nm last gen chips. They got a huge discount because they are end of life and the manufacturer wants to clear the product line. If they sell them all off can use the funds to look at a 28nm unit when those parts become more available in mid/late 2012.