Has anyone heard anything about this?  I caught a snippet of this discussion -somewhere- but when I wanted to go back and read in more depth I couldn't find the article again.

The premise of the article was:

BFL chips = 20 days from the foundry.  Delivery to chip buying customers=100 days.  Float = 80 days.

Accusation: BFL is selling chips and using the 80 days worth of float as a way to have chip buyers finance their chip purchases.  They are using the float and that free financing to obtain chips - at no cost to themselves - that they are building production units out of.

Does this ring a bell with anyone?  Can anyone point me to the article/discussion concerning this?  There was a lot more depth to the article than just this, but it seems to have disappeared.