updated OP to add Josh Zerlan's DirecTV hacking past:

http://www.gpo.gov/fdsys/pkg/USCOURTS-ksd-2_03-cv-02287

Also to add a working theory:

Josh Zerlan seems to know almost nothing about ASIC manufacturing, so how did he get that job?  What about this recent post about how Josh appears to be a customer of BFL as well?  https://bitcointalk.org/index.php?topic=157329.0 

just spitballin' here, but what if josh bought a few minirigs?  he runs Eclipse mining pool, and seems to have set up his own mining rigs.  Of course he would be a natural BFL customer... so he has some pre-orders, then maybe they talk him into working for hardware or something.  I wonder if JZ is even getting paid...

I don't know who the puppetmaster is, but Sonny or that Nassir guy seem top of the list.

my 2x satoshi's