Hi,
You are mostly correct. However, your assumption that we can only ship a 400 ghash card is not necessarily correct. The golden nonce chip is able to broken into 4 pieces - so its possible we could ship less than 400 Ghash. That said, we expect that the MPP will most likely be fully triggered.
-HashFast Team
And when will you deliver the MPP for the first batch? You are incredibly careful in forgetting to define that point on every time you talk about the MPP.