I would say maybe a 3 PH/s seems likely (4 PH/s if KNC's Nov batch is towards the high end and others can pull together another Petahash. 
CT and HF are not shipping until Dec so for Nov it really just is BFL, Avalon, AsicMiner, Bitfury and all of those are pretty opaque but I can't see a massive surprise.  It just takes more and more haspower to move the difficulty (i.e. if BFL was shipping 0.2 PH/s per month and doubled that it would still "only" be 0.4 PH/s).  For Dec, HF first Batch is "small" looking like 0.5 PH/s (funny how half a PH/s is now small).  Cointerra is looking like 2 PH/s and HF second batch (and upgrades) is another 2 PH/s.  Dec really comes down to how much of that ships in Dec and how much slips to Jan.

You can start penciling in what you think 2013 is going to end.  Unless someone has a surprise waiting ....

What if RMA's are needed in the future?  SOL?

I truly hope you are keeping 4 modules in stock for mine as I'm sending them some time in the near future.

And I determined with certainty that in fact the problem is in the software and not hardware, yet my only option is RMA.

There is a float there as well solely for RMA, that won't be sold.

  Did someone say "Upgrade"? 

yes!! phoenix can you sell me BTC?! i don't have nearly enough for 3 modules....

As planned, nothing's changed in the timeline as far as I'm personally aware, around mid-Nov, which is almost here, the facility will start production again, with everything set for a Nov delivery. I'm not stupid enough to make any promises myself as I cannot be arsed with dealing with the flack again, and I never made any last time!

yeah thats what i figured....thanks!

I can't close the lid, because of the cable 
It is a very unsafe environment.

My point was: it can be fixed by firmware, because it is now obvious that each board likes different firmware.
If only they could do something different than asking to RMA.

Hehe! No Flack here. In fact i tipped you some.

In contrast to end of september we have zero talk here in terms of chips, pcbs and so on. And so i am curious if the mid-november still stands, cause "November shipping" could mean 30. November as well.