Re: ASICMINER: Entering the Future of ASIC Mining by Inventing It
He also said very clearly that the had the gen 4 tape-out date. 
Yes... unfortunately we don't know when it is. It could be nothing but a projection for a few months out, or it could be a few days away. It's understandable wanting to keep something like that undisclosed so as not to tip off competition, but AM is in dire need of better communication with both its customers and shareholders. The board members mentioned that PR is being worked on, but then again, we've been hearing that PR is being worked on for over a year, and nothing's ever happened on that front.
If the gen 4 tape-out date is known, then it's almost certainly been paid for already. That would go a long way to explaining the lack of dividends so far and could mean that gen 4 is far closer than we all imagine. This seems like the most logical explanation to me.