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.
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.
Math.
This is why I love Bitcoin. The provability of the blockchain. If BFL shipped 90TH/s or 400TH/s we would see it in difficulty. Actually if anyone was mining with that gear (BFL or owner) we would see it in the difficulty.
So the bad news is that even if BFL is self-mining they are doing so with such a small amount of hashing power as to not be meaningful in context of the amount of orders they have promised.
The numbers posted above are wrong, the actual value is not 405 Th/s but 40.5 Th/s. Has the network increased by 40.5 TH/s since BFL started shipped? Definitely.