They've probably shipped at least a couple of thousand units according to Jody's shpping blog.
Anyways, it's getting obvious bitcoin mining is killing itself by overfertilization. A couple of song lyrics come to mind:
"Now the party's over, and I'm so tired" (AVALON, Bryan Ferry)
"As sure as God made wine, you can't wrap your arms around a memory" (BUTTERFLY on a wheel, Mission)
Right to the point.
I thought of Avalon too, but didn't remember the other one...
So, if bitcoin stabilizes below 100, all investments on asics will prove negative...?
On the positive side, if BTC drops even lower, BFL and AVALON will start shipping units...