All I know is, I'm REALLY looking forward to the ASM Hydrasynth. Not least because it should make a really good home studio controller (poly aftertouch, ribbon). Fairly sure it could do analog-type sounds for cover band use as well, though most demos have concentrated on the crazy stuff (and who can blame them!)
The Poly-AT is definitely interesting. I have a VAX-77 as my synth controller keyboard. It is more expressive than anything besides a Roli Seaboard. And for most things, it is better than the Seaboard for the simple reason that piano technique works on it. For monophonic lines the Roli is better. The Hakken Continuum is better yet, once one decides that a piano style keyboard is optional.
The great thing about the ASM is that it has powerful oscillators. This is the next trend in synthesis. The basic subtractive waves are too static and simple. Morphing oscillators, wavetables, even the mighty Schmidt 8 voice has this in pure analog. It has oscillators that use cascaded ring-modulation to produce very "non-analog" sounds. Sure, it can do a saw filtered pad. But why? It can do so much more. The ASM is this way, as is the Quantum. Filtering is filtering, but if the oscillators have life in them through extensive modulation, it makes the whole sound better and more interesting.
I think this is also why the initial demos are underwhelming. Taken just as subtractive synths, they don't sound THAT different. But if you don't rush for the filters to remove the harmonics, but instead linger in the oscillators and use several of those five envelopes.... that's where the new sounds live. The Schmidt is this way. The Bowen Solaris is this way. The Non-Linear Labs C-15 is this way, and then has a comb filter too. None have "blow you away" presets. But if you take the time, they can be truly unique, outstanding and special. These new synths masquerade with familiar terms, but they really have to be approached differently to find their true voice. And that voice isn't a Moog or a Prophet.
Real instruments have complex oscillators and resonant bodies that radically filter and shape the sound. These new synths all approximate that in a different way. But I think that the focus on "better oscillators" is interesting. It crosses vendors. Add in a better keyboard, and it is sure to have new sounds and expression in it. The price is fantastic.