ASIC Miner: still a safe bet with companies like CoinTerra?

[mirthworm]

CoinTerra seems pretty awesome. They also have insane (or legitimate, if you prefer,) credentials. In light of this, would it be smart to purchase ASIC Miner shares? I don't know anything about ASIC Miner's r&d department. Will they be able to keep up, or will they slowly become obsolete, with "pro" players like CoinTerra advancing on the market?