Maybe this thread should be deleted? There are so many BFL threads and this isn't adding anything.
It does not answer my question yet : What's the threshold to be or not included in the first ASIC shipping batch ?
One wouldn't hurry to tie his money to BFL unless he had the added incentive of being in the first batch shipped.
What is the size of this first batch ?
Right now a rough estimate tell me there is ~15Ths worth already paid for in BFL ASICs.
Will they be shipped all at once ?
If so, most all of the GPUs will be out of profitability range in less than a week. (at current price/diff)