There is zero speculation involved.
Absolutely wrong. When people purchased BFL or Avalon, there was no guarantee that they would be receiving a product or when. It was PURE speculation and a gamble as well. People decided to take this gamble and base their purchases on speculation. Speculation that the price would not drop, speculation that they would receive a product, and speculation that that product would be hashing the amount advertised.
Basically you are saying "never buy miners" because so far, none of them are shipping the same day.
Maybe I was not clear, let me try again. When he bought, there
was speculation involved as to whether BFL would deliver a product in time to earn the investment back. Now there
is no speculation involved on that account. BFL did not deliver him a product in time to make his 200 BTC back.
No, I am not saying "never buy miners". I am saying that one customer gave up 200 BTC for a miner that will (probably) not earn him back that 200 BTC.
That customer will be worse off having ordered that miner. He gambled on BFL delivering and lost. Simple.