So batch 1 orders are unaffected by this?
That would be incredibly lame. It would be a double slight; killing the market for boards since no one after the first batch would need them while also explicitly giving preferential treatment to later customers.
I totally agree. They already made damage to first batch customers by offering those 3 days of sales where you can purchase a sierra with x3 hashing power at the same price as a babyjet with 1 month difference (which will be shorter if they delay the first bach shipment). If they now exclude this first customers from giving them the modular boards if the MPP has to be executed that will make no sense.