BFL just completely f***ed it up... it only worked because the bitcoin company was so "horny on their products".(Great PR btw.)
In the end it looks to me as a classical long con. First they delivered their FPGAs, this gave people more trust, as they delivered it (of course with some delays).
Now we are nearly waiting over ONE year, for a product, that hasnt met their specifications on power consumptions and and and...
Probably we'll receive it in a few months when there are more than 1,000,000 AVALON chips out.
At least AVALON pushes in the right direction, "decentralization"