My concern here would be that the 4 modules haven't shipped, which may indicate a problem with the 4 modules... so if that is true, the 3 module avalons that shipped may not even be upgradable to 4 without a new board? Isn't it the same board used in the 3 module and 4 modules? I may be talking a little over my head at this point, and without much information from the source (Avalon)... but speculation is what you get when you don't communicate

I was not aware of that. It sounds odd, yes. It could be logistical thing though. Factories I used to work in were sometimes very anal about priorities. Maybe they assemble 3 modules to all and then start going through who wanted 4. It sounds stupid, but you wouldn't believe the stupid shit going on in these hierarchical places with strict protocols.
But your guess is as good as mine.