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As it stands right now, they are scheduled to deliver almost an entire month before their competitors. If you ordered an Avalon, then you knew this would happen. If you ordered a bASIC, then I'm sorry for your recent (yet severe) delays. And I'm not just talking about initial shipments, either; BFL has said they can still fulfill all current orders before the end of the new year (or at least close to it), which is well before the current bASIC shipment time.
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So you believe that they can deliver *all* products within one month, when they are still tweaking the chip design in the wafer after their initial shipment date? I am no chip maker, but doesn't it take weeks or months to make changes to wafer designs?
I'm no expert either, but "The week of the 11th" was what Josh said. And yes, they have said that they have ordered enough chips to fulfill all current pre-orders.