Personally I would love to see them have to deliver all the gen1 asics.
This just reads as another attempt to scrap the gen1 and rush into gen2 (which I assume they will be mining on to increase profit) so the cloud begins to lift over them and new bitcoin entrants can be sucked in.

I sure hope everyone keeps their gen1 asic's hashing.
Mainly for the good of the network but also so we see them begin to fail and bfl attempt to meet their "lifetime warranty".