I was thinking about ordering from bASIC months back, but chose BFL. Out of all the companies, I feel BFL has been up front and honest with their problems and delays (inb4 hate). No chinese new year crap. But actual reasons why they're having trouble getting stuff out the door. Lots of work has been put into it for it just to be a scam. And I could track down a few in the company quite easily if it all was just a scam. As for bASIC and the other companies, I just don't trust them as much as I do BFL. And that is very little at the moment.
The problem is: good scam never looks like a scam. You rigth, lots of work has been put into it but is a this job not worth many millions of dollars? Every good fraudster needs to work hard to earn. Only the effect of their work would convinced me. If they are in the stage of series production should have a working prototype. I do not trust in any company because there is no working prototype or any proof of their work, Only ads that encourage you to buy their invisible product. I think on the ads (and several books about ASIC) they put the most time and money. If they will have proof of of their work I will change my mind.