I think that BFL has a product that they can't get to match the specs they initially promised, are having troubles with power consumption and hashrate. They have given up on getting those specs (hence the change in their product line and costs) and within a month or 2, they will start shipping these units in very small numbers. By Sept or Oct, they will likely have filled the majority of their orders and the GPU mining game will be over.
ASIC miners are real, don't kid yourself that they are not, just not as economically viable as BFL was hoping.
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