I agree that to date they have (mostly) delivered hardware that matches the original order.  But, the hardware is chronically late.  My two orders were both about 10 months late.  10 months of difficulty increase was the difference between gold mine and door stop.  I allege that they used the chips and/or my machines for mining during these months and therein lies part of the scam.  The other part comes from their endless promises about "almost here".  They have a long, long track record of broken promises.  How are the November deliveries of the Monarch working out?  August 2013 tapeout?  Come on!  I can't wait to see the power and cooling morass the Monarchs are going to spawn and the endless delays thereby justified.