If they run into similar problems with Titan this might be the end of their journey. There are already competitors with cheaper hardware.
I expect Titan to be fine; as I understand it the original KnC team moved from 28nm BTC rigs to 28nm LTC rigs and the noobs moved in to screw us on Neptune.
People who pre-order Titan will have trouble getting back their investment.
if you have 200MH/s today, you'd be mining 5BTC per month.
Yea, but a month ago it would have been 12BTC. A month before that, it would have been 30BTC. It's halving every month, on a daily basis (meaning for instance, two weeks from now you will no longer be on pace to make 5BTC for that first month). In reality, if the trends from the past 6+ months hold steady, if you had 200 Mh/s today, in one month you would earn about 4.5BTC. But in two months you will have earned only 7, and in three months you will have earned only 8.25, and in four months you will have earned only 9. It isn't worth calculating after that as the gains are nonexistent. Obviously these numbers are not exact but the trend for the past 6 months is remarkably steady so there is little reason to think it will suddenly change, unless you think SCRYPT coins in general are going to suddenly skyrocket in value vs BTC.
Now when you consider that you won't be getting 200Mh/s today, but rather several months from now, it is easy to see that his statement "people who pre-order Titan will have trouble getting back their investment" is a huge understatement.
Naturally though, KNC will get their units 1-2 months before their customers, and they will pay cost for the units, so they will make a substantial profit.
