Why do you think that? I have heard there are on the order of 10,000 units on order from BFL. And they have a massive wafer order in process.
and that's the best way to make money : take tens of thousands of orders, far undercut competitors in price, and absolutely FLOOD the market so nobody can remake their cost in investment within 5 years
BFL just ran into that snag that they can't make a working product! whoops.
It's true! BFL is the best friend to those who can actually mine in any way, shape, or form.
If all that 'customer' money BFL has tied up were in productive use actually mining anything it would be a different set of dynamics for those who are happily hashing away and making money right now (or over the last 8 months for that matter.)
Keep up the good work BFL. I didn't expect to be mining any time soon, but I got a wild hair and got one of those tiny 'Block Eruptor' USB miners-on-a-stick from a real company who might actually be able to deliver some day before the earth stops cooling. I'm just glad that so many BFL 'customers' are now waiting patiently so that my pissy little 300 Mh/sec may actually do something fun.