I think we're going to see a lot more delays once they actually get the chips and realize the magnitude of their error(s).
There you go again. Predicting the future. You can't even predict your own future (Ship in Oct, ship in Nov, ship in Dec, ship in Jan, ...), what makes you think you can predict other companies futures?
What he probably means is that, except BFL (and maybe Tom), the other ASIC projects are at their first attempt. BFL is at their second (maybe even third). Josh is probably saying that it is very possible the others will be also forced to respin.