So last year a few companies came up with plans for ASIC miners, but didn't have the money to develope them, so they asked you guys to fund them in the form of pre orders. Some months later, right about the time they were supposed to deliver the ASIC hardware to you, 3 new miners coincidentally came out of nowhere and took over 60% of the market. Does that about sum it up?
Mind you, I'm taking the "3 new miners take 60% of the market" part off a news story that I saw, so correct me if I'm wrong.
Two new Miners and no not out of nowhere , but at least 4 Months later. Avalon Asic took pre-orders too, and Asicminer sold shares to reach a sum large enough to develop some chips.