I think you're wrong - they've got a massive opportunity to be the first company to offer main-stream mining shares (that I know of) and they'd be total mugs if they walked away from it for a quick kill.  Obviously they're operating under the same constraints as everyone else trying to get Asics into production - but they've put an infrastructure into place to enable their business - they're placing orders, clearly, and they've got a delivery  date that they can't drag out as long as BFL.  Why are you calling Scam?

Disclosure - yes I've got a contract with them and I haven't received any BTC yet - wasn't expecting to.