Smear piece against BFL. Nothing new here. It's harsh, but no obvious falsehood that I can see. If you read the BFL troll threads you've seen this all before.
"Looks like what we really need is some competition. No company would act like this if they felt threatened. Avalon, you gonna ship? KnCMiner? Lets see some action."
Hehe - it's really weird reading this as I appear to be a whisker away from actually having my BFL order shipped - no more than two weeks now, I bet, for my July 7, 2012 order.
It is what it is. Sometimes you're the windshield, sometimes you're the bug.
Edit: just noticed this piece appears to be in OP's own blog and he's cross-posted the same piece here:
https://bitcointalk.org/index.php?topic=247473.0