I personally think it's BS
I have been watching the ASIC scene for awhile and I have been watching the ASIC "manufacturers" for awhile
THe ASIC manufacturers arent going to get the "lucky few" who receive early delivery a chance to get rich - like you all are hoping
they are going to drive the difficulty up themselves and then ship - by the time any consumer gets an ASIC it will be the equivilent of what an FPGA is now.
I have a p4 on my roof running on a solar panel that gets a share accepted about every 4 days
i guess i took it literally when my mom told me there's no way to get rich quick