In my best guess HF will only do what BFL did at best and offer customers a discount on a new pre-order for a new product range. Like BFL did with the Monarch for their 65nm pre-order customers. Which they first promised for delivery last October and are now say late March delivery at the earliest IIRC 
If I remember correctly, BFL first jacked the prices of their miners by 100% and then gave pre-order customers a 25% discount voucher for future purchases to compensate for the delays. Also, the voucher would expire ~30 days after issuance...
Yeah, and I never fell for it and luckily put our coins on KNC instead. The only reason I even put money down on BFL was because for nearly a year they were the only bitcoin ASIC manufacturer with anything public you could put money down on. I wouldn't trust HF again if I was a pre-order customer either after what they've done too. Although CT I might still trust so far as they let December pre-order customers move into cheaper January pre-orders at very late notice. Although it currently looks like January CT pre-order customers are going to take a big loss in bitcoin ROI.