At what point did KNC's "Q1/Q2" ship date become, either implicitly or explicitly, a Q2 shipdate.
He said 'KNC said', i haven't seen them say anything on their website nor via email in quite a while now
When Orama explicitly said they were still in the design phase for the chip, and it was later state 'early design phase'. This removes Q1 as a possibility simply due to the reality of design->test->verification->foundry->packaging->KNC
This was discussed several pages back.
I'm not trying to be an asshole but that does not mean "KNC said" as was stated earlier.. It's may or may not be logical based on where they are but it's not a statement they ever made, state the facts as they are..
Given the realities of the chip design and manufacturing process, you have
exactly two options:
(1) You can accept the analysis that if the chip is in the early design process today, the finished Neptune miners won't actually arrive until sometime in Q2.
(2) You can accept that KnC is currently misleading people when they say "Q1/Q2".
There isn't a third option. "Hope that they can somehow cram the entire chip design and fabrication process into a month or two" isn't on the table.