If a manufacturer would have, today September 2, Avalon clones (4 modules so 100+ Ghash/s each) all ready for immediate shipping from the USA or local pickup, how much would you be willing to purchase them for?
Keep in mind that difficulty is currently doubling every month. This means something shipping now instead of 30 days from now is twice more valuable, all other technical characteristics being equal.
I would not necessarily buy at this price but:
$4500
Figures: Difficulty 85M Electricity .10 Pool 2% price $5000 no other fees
In April 2013 the buyer would have a $900 profit. Anything above $4500 leaves nothing serious on the table for the buyer and all of the profit goes to the maker of the equipment. So at $4500 for immediate delivery is where I would be looking.