This is starting to look rather grim for us to make any money. Any update on when these might start shipping?
Really I think we'll all be fine in the long term. We missed the first ASIC train leaving the station where you could make a ROI in a couple of weeks but we are still in good enough shape. It's yet to be seen how many units BFL will continue to deliver, and whether all the other new companies coming up are going to ship anytime soon.
Still a lot of unknowns but I think we'll break even in about a 100 days of mining or so than just profit after that, when there may be a million ASICS around or still just a limited few thousands.
Anyways shipping should be 'soon' I think 3 weeks perhaps. From what I can gather Batch 2 is nearing compeletion, I'd estimate 90% or more of it has shipped, just from what I read.
Worst thing is though I imagine many, many Avalon clones and Klondikes will be coming online before Batch 3 is done, which really grinds my gears. But overall, things ain't so bad.