I can understand why KNC staff is happy about being able to deliver (unlimited amount) of stuff that brought them a nice amount of money. Failing to understand why people here are happy for being confirmed to receive a product that will no longer give a positive ROI, while being unable to cancel their orders.
We don't know how they will deliver the units (regarding upping the Ghash/s). If they indeed do that, then it puts the competition on its heels. Not sure if it was rumors or not regarding the 400 Ghash/s units being 500+.
I think that is what the industry is waiting for. The closest we have come was maybe the erupter pricing being lowered, but even then, they weren't profitable.
It is going to take JUST ONE company to release a profitable (clearly) miner to upend the whole market. And that, will be messy but much needed.
IAS