i haven't received a tracking number, too

perhaps all this is an advertising trick?
I think you're right.
2- Here's my guess:
They did not have a finished product by Jan 20th. They pushed a delay, and I believe that in some time they will have the ASIC mining units ready (maybe they are already). But by announcing on Jan 20th they shipped the Bitcoin’s First Consumer ASICs according to their schedule, they captured the bitcoin world's attention and now have the upper hand on the 2nd batch and later sales (which they had not planned in the first place). Still they did not release any valuable information. And we should remember they had originally planned to ship on March. Maybe March is still the target.
Let's give it a thought. They did have the time to update the countdown on their website, to announce we should all prepare for a second batch coming, BitSynCom answered several posts on this thread. The guy's online all the time! Even a new web page is being designed to preorder the 2nd batch units... now about the product, still nothing solid. BitSynCom: "You're all trolls and you'll always ask for more!!" Come on! Really smart.
Oh wait, he posted 2 pictures. OK. He said that they modified the design in the last minute and took two fans out from its hardware because its cooling system was doing its job too well.. the picture BitSynCom posted has 3 fans, so it seems to me he did not post a picture of the final product which should have only 1 (Down from 5!! to 3 does not seem reasonable).
What about the software? Nothing. Shipping method? No clue. They announced Jeff was receiving the first unit. Did he get any tracking number or was contacted in any way? Nope. It's now the 25th. Do you really think they shipped 5 days ago and still did not contact the person who will be receiving the first unit? Nothingham.
Difficulties with customs and Chinese New Year celebrations would then be the perfect excuses for a late delivery. They'd ship the products in early February or at least March, they'd still have several customers in their pockets with their preorders even if BFL started shipping their units on Feb 10th as promised.