Agreed. Same goes for BTCFPGA. They're being entirely too quiet lately, precisely when they need to increase transparency to separate themselves from the competition. The whole ASIC landscape is disconcerting ATM, though if I were an Avalon 1st batch customer I'd likely feel more at ease presently.
Couldn't agree more. BFL customers are only going to take Josh's non-update announcements so long. "Update - A few days ago, we had fuzzy dates... we hope they become less fuzzy in the future." That kind of thing will eat at you when you have a grand into it.
And if Tom delays again for some reason, his customers are going to feel like they're getting the same kind of deal the BFL folks deal with, and they too will start jumping. I wouldn't feel totally surprised if BFL and/or BTCFPGA fold up. You can only not deliver until someone else actually delivers. I keep saying it. This game is winner take all (unless they all start shipping within a week or so of each other), and no one seems to realize it.