Thank you!

I think you are a couple steps ahead of me.  The binaries are in a .7z file, and I can't open it.  I think once I can run it, I will be able to enter the right commands.  I'm using XP.

Could someone please explain to me how to use the binaries?  I downloaded them, but I have no idea what to do with them now that I have them.  I am trying to run some U1's on an anker 9 port hub, and all I am getting is icarus..
Thanks!

~D

Can you smoke out of it?

If you are using cgminer, I believe you need to se the Zadig utility to install the winusb drivers after you install the CP210 drivers.  It was a pita for me using windows 7.

Do the order numbers have any significance  with regard to shipping order?  There doesn't seem to be any correlation between purchase dates and order number.  Also, is there any way to compare BAS orders to MS order numbers?

Like previous posters have said, you're on the optimistic side wrt difficulty.  But, you never know, you might be right in the end.  Hashfast is already looking like they won't deliver, and Cointerra is now late as well. 
Here's a fairly realistic view of difficulty:
https://docs.google.com/spreadsheet/ccc?key=0Auya3iRE6az1dDc0UVgwMU52YVpTazVjSHByOGNiWHc&usp=sharing#gid=8

So far it's pretty close, but I think it's using some kinda trigonogeomalgebra to get those numbers.  The reality is that difficulty rise is very simply based on how much hash is added to the network, which means how much new hash is hitting the market less ones that are burning up or lost.  That number is tougher to gauge, although they are trying to game it over here:
https://bitcointalk.org/index.php?topic=387533.0
which basically says that Hashrate will be anywhere from 40 Petahash(5.6b Diff) to 170(23. Petahash (if I am not mistaken, by the next 6 months)  So today it's 1.4b difficulty, and in 6 months, anywhere from 5.6-23.8 difficulty.  You can mess around with those numbers in your favorite calculator. But if btc stays where it is, I can tell you that if KNC delivers sometime in Q2, and a worst case scenario, it could be 6 months before you get a positive ROI. (Actually worst case is they deliver really late, like past August.  But the upside, from what I've read, is that they have a reputation to deliver on time and over what was promised)
In the meantime, miners are kinda in a strange time.  Nobody wants to see their friends get burned by scam artists/vaporware(cuz it coulda been you), yet every hash the isn't created is more btc to those currently or soon to be mining.

I got them working, and since I haven't seen an answer to this yet, I'll post what I did to fix it. Don't ask me how or why, it just worked. I think it's a windows 7 problem with zadig, because I can use the same miners on my XP box.

1. Uninstalled all versions of zadig
2. Re-installed Zadig for Windows XP (http://zadig.akeo.ie/downloads/zadig_xp_v2.0.1.162.exe) not Zadig for Windows Vista or later
3. Right click Zadig > Properties>Compatibility  Check box to run in compatibility mode, and drop down box to Windows XP (Service pack 2)
4. Right click Zadig > Run as administrator

I don't know if you need to do all the steps, or if it was something altogether different I did, maybe I just got lucky, but this worked.  Got all miners running in every hole.

Well, I can't get zadig to replace the drivers from CP210X to WINUSB .  It keeps saying "driver installation failed".  I tried to manually install the driver, but that was way over my head.  So I fired up bfgminer, and got all(6) miners working, one at a time.  Speeds suck though, best I'm seeing is just under 1 ghs. 
Any advice on the zadig problem?  I'm using Windows 7 and the correct cgminer version.  I just can't switch to the right driver.

~D

I'm just curious if there's a way to know which "BA order #" you have from your Minersource order #?  I read earlier that minersource may be able to deliver faster through pre-clearance with customs. 

Are they "instock now ready to ship" or have you not ordered them yet?  It says both in description.

Well, somebody is shipping..  I hope it's HF, otherwise, it's unexpected hash, now over 11Phs

What settings did you use?  If I were you I would use a current difficulty of 1400. Then, I would change the difficulty rise to anywhere from 800 to 1600 MM (I'm not using %, we already have an idea of how much phs is going to come onto the market in Q1/Q2,  somewhere between 40–100+ Phs, or 6bill-10bill difficulty. We just have no idea who is legit and who is not.  And you have to take that into consideration when weighing your risk, Even with BA )
Then use April as your starting point to be realistic since you aren't paid yet.  Then you just pray that you get what you were promised.

Something to consider, if the total hash is 10 phs, and it doubles, effectively doubling difficulty, what % of the first 10 phs gets turned off?  Once the old equipment breaks even, it's house money, and I suspect only breakage or electricity>btc will be the only reason to decommission.  So does it all stay on for 2014? Or does much of it become too expensive?

I read that packaging has nothing to do with shipping, it's another chip manufacturing step, so is this still good news regarding possible delays? AFAIK, it's the only big news lately.

You can use this or not use it, none of this is new info, and I can't provide proof for any of these figures, except for the fact that the information is claimed to be derived from D&T's thread https://bitcointalk.org/index.php?topic=283820.0  and used in this spreadsheet here
https://docs.google.com/spreadsheet/ccc?key=0AqGoWjATRQK6dE1yTHpydkIwajhhUGF4ZGxFV2FDSVE&usp=sharing#gid=0
Which I can not validate except for cross referencing the two links.  I was hoping it might be a good addition to the starting point.

Thash:         2880 Thash
Origin:              Hashfast
Product:              BabyJets
Expected Delivery:   Nov and Dec batches (1000 each plus 880 MPP or reserve)
Scenario:              Maybe just late
Source:              Above- Same source for all- supposedly from https://bitcointalk.org/index.php?topic=283820.0 but could not verify all
Reasoning: Very late already, refunds due if they don't meet Dec 31 shipping, speculation that HF BJ's are already on the network at Eligius

Thash:         5500 Thash
Origin:              Cointerra
Product:              Terraminers
Expected Delivery:   Dec, Jan, Feb, March, April  batches(1000, 1500, 1000, 1000,1000)
Scenario:              Maybe late too, that's alot of work
Source:              Above- Same source for all- supposedly from https://bitcointalk.org/index.php?topic=283820.0 but could not verify all
Reasoning: rumblings about chip delays

Thash:         1800 Thash
Origin:              BFL
Product:              Monarch
Expected Delivery:   Feb, Feb, March (600 each)
Scenario:              Maybe late- Reputation for being late
Source:              Above- Same source for all- supposedly from https://bitcointalk.org/index.php?topic=283820.0 but could not verify all
Reasoning:

Thash:         4000 Thash
Origin:              Bitmine
Product:              Coincraft Desk and Rig
Expected Delivery:   March 2 batches(2000 each, possibly 3900 )
Scenario:              Realistic, currently shipping Antminers
Source:              Above- Same source for all-  https://bitcointalk.org/index.php?topic=283820.0 but could not verify all
Reasoning:

Thash:         1000 Thash- a guess? Needs more info
Origin:              Blackarrow
Product:              Prospero x-1 and x-3, also minion rental, cloudhashing
Expected Delivery:   Feb, March, maybe April too- claim to be all batch 1
Scenario:              No confirmation of how many units they pre-sold or plan to ship
Source:              Above- Same source for all-  https://bitcointalk.org/index.php?topic=283820.0 but could not verify all
Reasoning: Can't find any supporting evidence to this one, but have an active reseller here, and appear to be still taking orders, so 1000 sounds kinda low. Maybe they can give us a hint.

Any chance someone has time to update this thread?

I would also guess that soon mining will start competing with mainstream technology, I.e 14 nm chips for smart phones and tablets, and asic production will compete with them for chips and producers resources.

Is my math right? I am not accepting the difficulty growth rate of 30% steps.
Difficulty doesn't grow like bacteria, right? I don't think Moore's law is useful for the next 3 months.
Genesis block says Jan difficulty will go from from 1.5b to 3b (default values).  Understandable.  But does Feb go from 3b to 6b? And March from 6b to 12b? 
I know there's a lot of hash hitting the market Q1(maybe?), my question is, reversing the logic and if the math stays consistent, is a rise of difficulty from 1.5b to 12b in 3 months realistic?  That's the rough equivalent of ending march with a network hash rate 10x faster than our current rate(10Ph/s to almost 100Ph/s).  Is it technologically possible to have the network hashrate increase by 8 Petahash every 11 days for the next 3 months?  Without considering under-discussed factors like equipment breakage/obsolescence, vaporware, elec$ and  btc$, and even if all equip shipped Jan 1, that's the equivalent of over 2500 KNC Neptunes every 2 weeks. Using round figures, that's almost 70,000 1Th/s miners shipped in 3 months (almost 800 a day!).  I don't see that happening. KNC only made 1200 first round neptunes ( i know they are 3+Th/s), but I doubt the rest of the asic market is making up the additional hash, so doesn't the difficulty curve has to taper? Or is my logic flawed?

Does anyone know if the X3s are/will be capable of being upgraded?
I see minions are on sale, is that only for custom set ups?