People are still handing BFL money for vaporware.

Concerning yourself with the future actions of others is a waste of energy.

In your shoes I would be more concerned with figuring out when you actually will get batch I orders fulfilled.  Do you know how long it takes to make a volume build of circuit boards?  How much expediting the builds costs?

Ever wonder why the recent statements about shipping sound an awful lot like what Josh was saying for 9 months straight?