I'm not a fan of BFL (check any of my other posts on these threads), but this one seems to be bogus.  This "spike" has been pretty steady and is related to one of the largest pools.  It is not a new development and likely has nothing to do with BFL at all.  Frankly, I do not believe they have the iron to generate a spike like that, and if they did, they would be shipping. 

My personal guess is they have prototype-type units at best, built at a very high per-unit cost, haven't gotten anywhere near getting the per-unit cost to anything profitable, and are still trying to develop stuff like the Minirigs while delivering stuff like the Jalapenos.

I like to think that if they actually were sitting on all the pre-orders mining with them instead of delivering that this would wake up the BFL zombie cultists from their brainwashed haze, but probably not.  They've all drunk the Kool-Aid by the gallon.