It's great to say that the bumping facility can't wrap their heads around urgency.
It's also a lie. Every step of the way, every other company they work with is always the one that won't meet promised schedules. Sooner or later Josh looses all credibility. You can't believe anything he says about dates, because he's just making them up as he goes along. 2 days in bumping becomes 2 weeks. Why? Because that 2-day schedule was all in his mind.
It isn't exactly a lie... it's just a refusal to admit that BFL screwed up. They probably had everything in order... except no blank wafer... the bump shop isn't going to stop running their business just because BFL wasn't ready to go. Their primary expense is LABOR. So they'll retool the line, and run other jobs while they wait for BFL to be ready. Then once BFL is ready... they aren't stopping a half finished job to retool again... BFL ends up waiting for the end of that (probably much larger) run before being slotted in again.
So people paid upfront in June 2012 and its (almost) March 2013
Yes I know I'm stating the obvious but its also an important statement about BFL. Yes they do have the best public available ASIC (when it finally ships) but I can see this fiasco pushing a lot of money into Avalon. Although BFL wont care with all that pre-order money they made. I reckon there'll be selling the BFL-SC-Single for $333 sometime in 2014.
And once BFL hits, the resale price of Avalon will be in the low hundreds of dollars as well, since the power efficiency is so terrible. It will be interesting to see how that all plays out...
I'll buy 1st gen Avalons when they're a few hundred!!!! Shit, it only costs me $25 a month to run one (660w @ .05c KWH) so yeah, it would pay itself off easily. And that's assuming 1) they go for that price in a year, 2) an aggressive 40% increase in hash rate per month over 12 months.
