Disclosure: I do not have any stake in the outcome of the "BFL Ships ASIC before April 1st" bet.
With that said, from what I have read and the details about the unit not being in the possession of Luke-Jr, it being on the test bench and Luke not being with the unit. Also mentioning that BFL likely violated their own 1/3 shipping plan, shows that this was more of a STUNTto win a bet and not a real shipment.
Verdict: Bet is lost
Sidenote: It is promising to finally see this type of progress from BFL and we should not berate them so harshly when they really gave people information they have been craving. I know they are late and have done many objectionable tactics, but you can't burn them on the stake for this one. It is good to see that information released.