If I had to bet on anyone delivering ASIC it would be BFL as they are way ahead of anyone else on delivering bitcoin consumer products.
They've got the most convincing photos and should have machine capacity for 900 units per day.
That should burn through pre-orders quickly, so I'm just gonna sit tight and wait for the thing to be in stock.
If they're planning to have the capacity to pump out 900 units per day on a long-term basis, then everyone who buys one is going to be even more screwed than if it was a scam, though. Assuming their mixture of devices averages out to about 30 GH/s per unit, which seems like a reasonably conservative assumption, that means they have the capacity to turn out 27 TH/s of kit every day. That's nearly a petahash/s every month. It won't take long for the break-even point to reach years. Unfortunately most of the costs of ASIC design are non-recurring and BFL will want to make the most of their investment, so if they're rational they'll drop prices hugely once that happens - making the break-even point appear reasonable to new customers, but meaning older ones may never make their costs back at all.