Currently the Equihash ASICs that you manufacture are the most profitable miners on the market, and it’s likely there’s already heavy demand for the next batch. While BTC mining, along with most other altcoin mining, is quickly becoming unprofitable, ZEC mining is flourishing again and has the potential to be very profitable for both your companies and the community at large. However, one thing needs to be stressed: Equihash miners are your golden goose.
If your companies decide to flood the market with Equihash ASICs much like what was done with other altcoins (DASH, LTC, SIA), it will be the equivalent of killing the golden goose. You can’t get the golden eggs by killing the goose. You need to be patient and allow the ASIC supply to grow at a gradual rate, one that will allow the customers who purchased your ASICs to make a ROI in a reasonable timeframe (~8 months). This way I guarantee you will have recurring customers who will buy additional machines down the road.
The alternative is to try to squeeze every dollar out of the customers who want an Equihash ASIC right now and flood the market with as many units as you can manufacture. This will have two primary effects, neither beneficial to your companies. First, the network hashrate will skyrocket to a point where your machines will never see any ROI. Second, all of the customers who purchased your ASICs and lost money will never buy any of your products again.
While you may be able to make a large initial profit selling tens of thousands of units this month, you’ll be killing off Equihash mining just as you did with other algorithms and destroying any hope of recurring customers. You’ll also find out quickly that while ASIC customers represent a large percentage of the Zcash community and currently don’t support an ASIC-resistant fork, they won’t stay supportive of ASICs should they not recoup their investments.
An ASIC-resistant fork will almost certainly occur if ASICs destroy Equihash profitability entirely, as nothing could be worse for the security of the network. I know that @zooko and the Zcash Company has stated that their development resources are dedicated to other network upgrades, but there are many talented developers, myself included, that would gladly take up this task should the community show support for such a fork.