They don't mention July the 1st in the newsletter:
Over the next few months we are bringing online enough hashing power to make sure that any delay in the Neptune timeline will be compensated with a completely free hosted hashing packages to all fully paid customers.
You need to read between the lines, the wording is carefully chosen.
Look at the underlined part, as they only said Q1/Q2 delivery they won't be late until July 1st.
and as far as messing up the network with difficulty..they are gonna do the same thing with the physical neptunes anyway.....you just expected them to stop after the neptunes shipped say if they were/are on time in what july 1st by the last batch
The problem isn't what they do AFTER the neptunes ship, it's that they are bringing online hashrate in advance of future sales, and that hashrate devalues existing and future purchases.
your point? I mean they always were gonna screw up the hashrate they all are they are asic mnfg companies....knc offered with their network plan to slow the diff down somewhat with the other mnfg asic makers...so....you really think cointerra or bfl with mass production is gonna slow down...I expect we will be at batch 12 or some such with cointerra this fall...so imho it is a moot point after the neptunes is just that after.....now they have a quicker way to sell hash and keep the equip no need to announce and wait 5 months in knc's case to get something...if nothing else it ALL IS GONNA GET EVEN MORE NUTS as far as difficulty etc hash etc.....they probably all are gonna go virtual and then the race will really be on
at best with knc if they made physical equip in fall or future we would have had a lag...there is no more lag imho it is balls to the wall difficulty wise imho