I guess there will be lots of refund requests in the following days once BFL customers read the new 'update'?
No there won't..... Most of them will still stick to BFL cause they believe (like really religious "batshitcrazy" people) that their holy savior ASIC will arrive soon. Even if there is another delay
Okay, what kind of delay are you expecting? Point to the part of their timeline where the failure will be.