My 100% investments is with KNC, now. I would trust KNC over other vendors. They delivered fast, and it's just not fast enough to my BTC investment back.
I just decided to stay away from it till, 2014-Q2. I think, by then there will be some stability, ~10% upwards trend.
It would be great if they could give us a date / month estimate and customer protection plan (even if it costs extra $$).
Also, I hope 4 months down the line KNC will be able to sell miners directly, without requiring a preorders.
Ok completely understand and we do aim to sell from stock, even some more 28nm, but we don't want to destroy the hashrate, and the fact of the matter is when we have any stock it's there for minutes. Pre-orders allow for NRE to be covered, but also sell out a little less quickly as in days, not minutes.
Obv. a more detailed month estimate will become available, but you have to understand that involves securing fab time, and reasonable expectations of delivery from suppliers. When you but the world's supply of multiple components you invariably end up having to await bespoke orders to be fulfilled at desired volumes, in most cases that's 12+ weeks. On top of which the design needs to be finalised. You may be surprised to here it's not just limited to specific components such as VRMs, finding a particular capacitor, or resistor can be troublesome. We experienced just that with the recently revised boards. Even the initial October batch as you saw we were restricted on available components (VRMs again). We do not want to make promises we cannot fulfill, so we will know more as the design process unfolds and will keep you in the loop.