My assertion is that if they had 200ish chips (~500GH/s) it would make far more sense to mine with it than to ship out the units. They cannot clear their order book with 100 Jalapenos (or get anywhere close to it). They could easily disguise the addition of 500GH/s (0.5% of the total network). If they did that for a month it would earn $80K at current prices. That would be a powerful temptation to a company that is in a cash crunch.
Hold up... if BFL is "a company that is in a cash crunch"
...wouldn't it be illogical to be forcing refunds on unhappy customers - the point of this thread?