I bet they have been selling to colo companies the whole time. Including for their 65NM chip products.
Pre-orders to raise cash. Build equipment. Sell large quantities of in-hand equipment to bulk purchase farms (because they wont drop 3M on a preorder. They need immediate delivery.). Try to catch up with the original consumer orders after the farms aren't interested anymore.
Thus defrauding the consumers.
It seems pretty obvious now.
Classic bait and switch. Elon Musk did the same thing with the Tesla car pre-orders, but at least he readily admitted that he did.
BFL can't keep playing the "Oh well we made our best effort guess of when development would be done for our products."
If that is true then they have THE WORST development and planning team in history.
Pushing of deadlines over and over and over is unacceptable. I thought the first batch of suckers who bought BFL vaporware would have set a precedent for people to learn from their mistakes. I guess not.