Delivery and difficulty are the main concerns for further BF1 runs and getting those estimated properly will be tricky. Risky venture it is with USB miners but there certainly is a thrill putting something out into the marketplace for the community to mine on. Hope the difficulty window doesn't kill off the USB miners just yet.
With the chip being $30, the manufacturing costs being maybe $15 on the very high side, and then a standard 100% markup for retail leaves us at a price point of $90 USD.
Each $30 chip, assuming they are delivered and running on November 12, will return 0.32BTC in their lifetimes.
When you use just one chip (no marginal costs), You are paying $93/BTC
When you add manufacturing costs, You are paying $45 for 0.32BTC = $140/BTC
When you add consumer markup, You are paying $90 for 0.32BTC = $280/BTC
You can buy Bitcoins today for $120 on bitstamp. Who in their right mind would pay $30/chip from bitfury, go through the headache of manufacturing boards, and slowly get BTC over the course of 6 months, when they can buy even more BTC on bitstamp right now for less money then it would take to manufacture boards?
I'm actually very impressed that bitfury priced this out so that the chips + manufacturing costs seem to be exactly todays exchange rate on MTGOX. They must think that contract manufacturers are not good at math/business/economics and will continue to overpay for these chips.
Follow the link below to see that 1 chip, running by november 12, will only ever return 0.32BTC
http://www.btcinvest.net/bitcoin-mining-profit-calculator.php?diff=86933017.771194&dcosts=100&diff_mincrease=25&blpbtc=25&dhsmhs=2500&diff_mincreasedecrease=1&btcusd=129.16&dpowcon=5&btcusd_mincrease=0&pcost=0.25&calcweeks=32&dleadtime=5&action=calc
http://en.wikipedia.org/wiki/Greater_fool_theory 
