Erm, yes they are, unless you aren't going to mine with the KnC rigs they are pumping out (not as they originally said, a small manageable customer base they could support well). When the hashrate rises like a wall this month..that won't be KnC? lmao.
They also made statements about the hashrate increase and how they were going to try and protect us from it if they could so we could see a return.
They even said they would have a little break and not produce anything for months in the unlikely event that other people didn't ship rigs.

Buying rigs is a mug's game at the moment, selling them is awesome...lovely profits, no need to even fund it yourself and not your fault if they don't make the punters any profit or even break even. OR if they are late, but not as late as BFL you're a hero. Mad business.