While I think you overestimate how slowly BFL will ship from here, I still believe AM won't have trouble staying a step ahead of them.
You are better informed than me so I bow to your superior knowledge, but I based it on the fact that BFL have continually been surprised by issues throughout. I don't think they can project anything very well beyond a few days. If they are saying now 2 months to clear the backlog I don't think a time loading of 100% is unreasonable, especially as the single is the most complex product they've tried to ship. Plus I see a lot of what they say in public as PR spin to keep existing punters happy and encourage new ones (not outright lies, just unguarded optimism).
But I do agree that even if BFL *do* hit their targets AM will cope.
Does anyone have an estimate as to how large (th/s) their backlog is?
more then 300Th is the low estimate more then 800th is the hi.
http://bfl.ptz.ro/ this site is most likely low estimate.
Total SC Jalapeno ----------Total Qty Little Single--------- Total Qty SC Single---------- Total Mini Rig------------ Total
2812------------------------- 998------------------------------ 2072 ---------------------144----------------------- 6026
12,654 GH/s---------- 29,940 GH/s-------------------- 124,320 GH/s------------- 216,000 GH/s-------- 382,914 GH/s
$418,988----------- $647,702------------------------ $2,691,528---------------- $4,305,456 ---------------$8,063,674
This tables only show information that is gatherd in our database NOT all the orders from BFL -
So double it you are at 750Th/s they have shipped very little of above. frankly I think that they have not the ability to do what is above no less double it. but if they can deliver that AM will take a hit in fact I think most of bit coin would suffer.