according to that:
http://youtu.be/9O9fFBIoeXMthey have the product ready, including a working app for android.
by delaying the deliveries, they did a big favor to everyone who have just found out the bitcoin, thanks to recent newsflash in the RT and numerous other mass media sources.
if their entry level ASICs were flooding the market by now, you wouldn't be able to earn with your bought-for-plenty-of-other-reasons Radeon a 0.1 BTC minimum to make a cash out from your favourite mining pool.
as of today - it is still possible and doesn't take forever.
without it - it would be very hard for many people (me too) to even consider bothering with bitcoins and bitcoin mining at all. I do gfx for living, so investing in a good gfx card is a zero-risk venture for me, because I will use it anyway.
as for a suspiciously looking "black-boxes" or even more suspiciously looking home-made electronic boards, they are everything what good you can say about them - but definitely they look like a high risk to take for newbies in a totally new environment.
I was talking to many of my old, trusted friends, and currently only I am taking the risk to go further into this area. probably only because I managed to get through the first steps, taking smaller risks one at a time.
it is all about building trust, step by step, not just to BFL but to bitcoin in general.