so from june 5 to july 5 we're up 12m to 21m almost 100% increase... wow... and MOST of the backorders for BFL and Avalon are not filled - in fact batch 3 hasn't even shipped and many customers have requested refunds. As for BFL only a couple hundred 5 GH/s and a few SC and no rigs have shipped.
Or, looking at hashrate increase: from 130TH/s to 180TH/s. That's 50TH/s. How to account that in shipped units!? Must be that Avalon batch 2 is finalized and hashing (~40TH/s).