well, i still have my 8 orders in. of course.
one day, one of these companies is going to make it thru the pre-order gauntlet in good shape and then go on to do great things in terms of being able to produce a money making machine at their own expense just so everyone who buys it can make guaranteed money. sounds like a paradox, eh? it is, b/c then why sell them?
anyways, that is what everyone around here in Bitcoin Asic World seems to think is going to happen. i really don't think so.
You are right. We are approaching uncharted waters, ASIC companies that finance the units with their own money have no incentive in selling units at a price that bring ROI to their customers, as discussed many times this will likely lead us towards centralization (end game for BTC) unless the community creates crowd funded, open source projects...