Neither is a scam. They're both stalling because they have nada at this time. ActM is at least being transparent about it.
ActM has said they'll have nada as far as eASIC chips go, for a long time, so I don't see that as 'stalling for time'. More like just running the course. The biggest hiccup seems to be the Avalon debacle, which can hardly be blamed on ActM.