I would bet that BFL ships before Cointerra.
Mainly because BFL is dead as a company if they fail at delivering the Monarch roughly on schedule.
BFL timeline for Monarch is April at least 19 weeks if you add up all the things they have to do. They are roughly behind schedule as they said they would ship this year. They said tapeout would be August. They are already 3 months behind... can we now put BFL in the FAILED to deliver the Monarch on time category?
If what you say is true then I would say yes.