It [ASIC mining] will affect the amount of sold coins for a while and that is because the absolute amount of coins being created increases for a certain period of time. During the ASIC boom this amount will be significantly higher than usual. We will have 2 week periods where the regular 7200 bitcoins (or 3600 after December) per day simply does not apply, difficulty might double in one of those periods meaning that there are actually much more coins than usual being created.
1. down (through increased coin production)
2. up (through reward halving)
Or the other way around, depending on what event hits first.