2 - They have not shipped, and only said they had to placate the stream of naysayers who would've emerged had they came forward with a delay.
This is my guess as well. I'm thinking they had a small delay...small enough where buying an extra week or two to get this sorted would be enough. But with BFL coming up shortly (theoretically), quoting a delay wouldn't bode well. It would be better to pretend to ship, go silent, and then *poof* appear with some tracking numbers and blame it on customs.
However, let's start thinking like someone who trusts no one and sees scams in the clouds, bushes, and alphabet soup.
No my friend, we cannot do such a thing!
Thought is what separates
us from
them. Once you get a feel for how ignorant and paranoid you can be here, you'll never want to go back.