"a) way too optimistic with their timeframe... no ASICs before the new year at least, and
b) pulling the specs out of their arse... sure, ASICs would improve on FPGAs and do great damage to the GPU and FPGA miner diehards, but their quoted speeds and powers are bullshit."
BFL owners are known to be optimistic, but that is the only type of person that succeeds. So far their success has been based on delivering a superior product, so it seems their optimism was warranted.