Josh just posted an update on the BFL forums.  It's gonna be another couple of weeks if all goes well.

https://forums.butterflylabs.com/bfl-forum-miscellaneous/437-asic-update-26-november-2012-a.html#post6239

I'm kind of horrified that Josh only just found out about the reason for the delay.  A flaw in the chip is something BFL should have been informed of as soon as the problem was detected.