Butter Fly Labs apparently filled the orders of FPGA's and it would sertainly not take long for stupid people to invest more into real expensive units arriving in March?, and it would certainly be a good business too extensively fill the first order, and not too fill the order of second delivery that started in November, this really stinks, but I really must say they can deliver, but it's real risky if they apparently get orders of 30M or apparently more, and then decide to not fill the request of orders, profit would be high enough to drive price of Bitcoin up or real much down, even for orders not filled it would take Bitcoin to go sky high in value, cause difficulty would not be stateable higher the first months when people should actually get the shipment.
So be aware that March would be an special speculative month for Bitcoin. It will raise or fall dramaticly in value if orders are fullfilled or not.
Actually I think that difficulty in mining is all that would be affected if the mining system were flooded with multi-TH/s machines. The price of BTC is just a function of what a willing buyer of BTC will pay on a fiat exchange. So be aware that March would be an special speculative month for Bitcoin. It will raise or fall dramaticly in value if orders are fullfilled or not.
