Even if their fab's backed up, it should still be able to tell them with a reasonable degree of accuracy when their bullet run will happen and when the chips will be shipped to BFL. How the hell does BFL know that the fab house has even started work on their run yet if they can't get accurate dates from them? I seriously would be threatening to come over to Asia and watch the production run at this point because I'd no longer have any confidence that they were actually expediting my order.
Of course BFL has a date from the Fab. The fact that they won't admit it just means that it's so far in the future that a bunch of people would cancel their orders. It's all about stringing people along so that they don't cancel their orders.