Well there are some big names in btc mineing who have posted on that cos twitter account about how they have seen these miners running and were in specs..  and slush pool also said last night that even tho its not an endorsement by them. They admitted to the people who noticed that some of the cos demo video was shot in there offices. and that they are excited to see something like the dragon miner with its open source software and hardware coming to the market to help decentralize mining out of the hands of just a few who dominate the market.

So its starting to look more and more like they are a real co that is going to be shipping a real product.  Only thing is they are still using words like "should" be shipping there first big batch sometime around march..    So its hard to know what should means exactly..