"Intellihash(tm)

Intellihash is our new trademark for our new Bitcoin mining software which gives up to a 20% increase in hashing speed and has the possibility to increase the speed of our mining machines as the difficulty goes up.  We have had to modify the software in our chips to make it work with our new software.  The chips are going to be late; however, our new Intellihash software could be a game changer for the company. "

This is directly from the Report on the 30th. The bolded sentence makes me think the chips aren't going to be late due to eAsic at all. We have the chips, until they are finished being modified we won't be mining with them. I am assuming our chips will be using Intellihash and buyer's chips will not. This is why we are able to ship our first order out? Though the speculation that our chips are the first ones to have been sent out (to us) and then being modified can be just as likely and no one else has had their equipment sent yet. Though both of those sound like the same thing.