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I don't really want to say anything negative about the bASIC at this point... Tom is already apparently in a really bad spot and there is no sense pouring gas on that fire. We haven't decided specifically which way we want to make things even up with competitors products yet, but we have a lot of options and we will match competitors products that actually ship. We will not leave BFL customers behind the curve when it comes to hardware. I'd say there's a good chance we will be shipping before bASIC at this point.
Should BFL's customers take this to mean BFL will reserve any competitive action until competitor products are on the market?
If so, where would this leave BFL customers who have already taken delivery if BFL does ship first and 72GH/s products are on the market shortly thereafter?
IMO, at best, this is a conservative move. At worst, it's a disingenuous ploy to deny competitive pressure.