Only BFL knows how many of each unit they're going to make from the first 5,000 chips.  Based on the wait list thread, it's probably not going to fill more than the first few days orders even if Josh doesn't take any of the units he ordered - but some of the people who ordered in those first few days may choose to wait until the power problems are solved.

BFL is only sticking the boards in their cases for the first batch so they can probably ship fairly fast once they receive the boards.  What might slow things down a bit is the administrative stuff.  I don't see how it's going to be viable to stick with the 1/3 shipping plan now and FIFO is going to be complicated by some people choosing to wait rather than accept low spec units.  Plus people need to return their FPGAs.
Let's hope customer service is on the ball so there are no clusterfucks on their part.

I wonder whether the lifetime warranty will apply to any units which are shipped sub-spec.