Ok I was thinking in a conspiratorial way on the whole ASIC thing going on here. Ok the two or more suppliers that will be building these thing are at a race to be the first right?
Or are they?
What if they all called each other and behind the scenes they decided to hold out on the delivery of their units till the others are ready to ship theirs. This would be beneficial to all parties right? After all if they hold back shipments till the last company has caught up and take more orders they make more money and the last company makes money too. They all win. Then everyone gets their ASIC's at the same time. Boom everyone is happy and no one loses customers.
The company that ships first will decimate the profit margins of the last company out of the race. They all are aware of the pressures this will put on the bitcoin economy.
I think we are all being played here.
This is all speculation on my part
