Not to excuse KnC, but imagine trying to calculate the BTC "lost" due to Avalon's late shipping, or :ahem: BFL's...
The funny part about this is that a lot of people ended up making MORE BTC by BFL's late shipping. If BFL had shipped on time and at the quantities stated last October, difficulty would have spiked faster than it has lately and you'd have had a year of little to no earnings compared to what you did get.
This would also be true if BFL had never existed. The only difference being that a few shills and reporters would not have received boxes on time / early, and most of the rest of the world would have saved a fortune on hardware that would never make positive ROI by the time they received it (plus people with mining hardware would have made even *more* BTC during that year).
scotjam