Actions speak louder than all the talking BFL can dish out through their precious Inaba.
Avalon is delivering (although in small amount).
BFL are just middlemen in the process. They took customer money and paid a 3rd party to do practically every development stage of their ASIC devices and took their own cut in the process.
Avalon appears not to be doing this. They seem more competent on how ASICs are designed and how to get the job done without all the fluff talk.
I guess as the saying goes...TALK IS CHEAP. BFL HAS DONE A LOT OF TALKING.