pure discussion...
lets ignore the (potentially high) risk of bfl delivering any units at all in a sensible timeframe and assume they will actually ship the units relatively soon once the problems are solved... and lets just focus on the value of an early delivery versus a new order...
if this is a june2012 order (1st batch?) lets assume (pure guess) it might arrive in aug/sept (2013)..
the problems theyve been having that prevented any shipments of this model will presumably eventually be cured, allowing them to start shipping and begin ramping up in volume.. perhaps theyre even stockpiling boxes ready to ship once problems are solved which could mean they hit their stride and ship a lot out in a short space of time. rumours of them trying to source a beefy enough psu etc. once sourced, the problem is cured. right?
53 btc, at today's price is er $7k ish. a new one, bought today and entering the queue at the end would retail would for $2.5k (a feb 2013 one was $1.5k), thus the premium for an early order is attracting approx $5k over list price. So the big question is, HOW MUCH EARLIER will it be? and whats that worth? is arriving, say 60-90 days earlier than a recent order, worth paying at least $5k premium for? has anyone figured this out...? whats the breakeven point?
-- Jez