I have no basis for this, but I'm figuring the yields were so bad that there were not enough decent ones in the first batch of chips to fulfill the first batch of miner orders... So KnC could be waiting on the second batch of chips to assemble and ship the remaining 1st batch miners. And then I guess they wait 30 days and then start shipping the 2nd batch? Who knows. F'ing pricks. They should be offering a refund option to any batch 1 customer who has not yet received their product.