You dont understand it, do you ? Either these companies do deliver and you will be screwed because of the incredible and unprecedented increase in difficulty
Or these companies will not deliver and you will be screwed because you dont get any hardware in a timely fashion.
In that sense, yes, exactly like BFL or Avalon.
QFT - the only real way to make profit mining is to spread your bets with all the companies, but always be in the first day orders. One of them will pay off (e.g. gigavps buying 3 minirigs from BFL on day 1) and that pays for all the other companies that don't.
Will