Via newsletter.
Final confirmation is required
Please be advised that due to the adjustments described above, we need your confirmation prior to release of your order into the final build queue and on to final delivery. It may also be a good time to review your purchase altogether relative to the bitcoin market as this is the last opportunity to do so. If your order is not confirmed, it will be canceled and your money will be refunded.
Sounds like a cashflow problem. Last minute refunds after capital investment might sink their ship.
Interesting.
Sounds more like a cash grab to me. New orders cost a lot more, they can ship to more people in line, and they may not have immediately sold the BTC they collected. Since the refunds are basically forced (48h ultimatum via email is absurd), I really doubt BFL didn't think this one through.