It just seems like BFL has a backpedal mode that always looks the same - "The other guys have delays too... or might have delays... why are you all up in our face about ours?"

I just don't think that BFL has any room to speak of any delays from the other companies.  BFL is reigns supreme as the ASIC delay champion.  I hope that title does not continue, but it looks as though it will for the foreseeable future.