Lets say BFL can ship 300 units per day. For the sake of argument, lets say those units are little singles.
300 x 30GH/s = 9000 GH/s per day shipped.
That means in the last 10 working days, BFL claims to have shipped 90 TH/s.
I see Avalon's batch 2 arriving and the ASICMiner increase in hash rate. I don't see the extra 90TH/s BFL claims to have shipped.
Of course, if any of those units were full sized singles or mini-rigs, there would be even more hash rate.
Clearly, they are not assembling 300 singles per day.
Fuck that! What about 300 units a day for the past month and they are all Jellys?
300 X 30 = 9,000 X 4.5 = 40,500
That equates to 405 TH/s shipped.
And we know Goddamn well that they ordered units themselves to be hosted at the Josh's and Joe's data centers under the guise of foreign miners not wanting to pay the shipping fees or the hassle, both of which is a mute issue since these people don't really exist.
Fuck, they probably placed names in the queue for those mega-miners for the purpose of not only mining with them, but to sell them on the open market, i.e. eBay.