SO, although I'm still a skeptic, the Avalon folks pulled through and delivered a test unit like they said, so kudos to them!
BFL currently has their estimates of shipping their first wave of products to customers February 18th. Avalon is currently (or at lest one) shipping their product to customers and delivering 65Ghash/sec per unit. They SAY they're shipping 12 per day, meaning that let's say they continue to ship between now and the 18th, that'd be 14 THash/sec added to the network before the first BFL box even leaves their facility. That would represent a 50% growth in network speed and (I'm guessing) a 50% increase in difficulty, which (I assume) would mean a 50% drop in income for BFL customers who were counting on a quick ROI assuming they'd be first to market.
Side car question: Is the assumption that the thousands (?) of ASIC miners will eventually just corner the market and split the 6 blocks per hour once GPU miners drop off due to decreased income? I couldn't find a thread that discussed.
