I think the guys at CoinTerra just think they're the shit
If you compare their industry experience with that of BFL management team, they *are* the shit.
Whether that translates to a timely launch and within spec, remains to be seen, but they have infinitely better chances than BFL.
Well duh, that's true of pretty much any random person off the street. Not much of an accomplishment

Anyway I agree I think they're pretty good. If I was in the market for a miner I'd go with them over HashFast. But the network is going to be pretty insane by January.