I think they have the option to cancel their order or accept the new lower specs.
I've asked for, and received a full refund.
Don't jump the gun. If they are going to scam, they wouldn't do it this 'early'. If I were in BFL's position (assuming scam) I'd wait until they have shipped to disappear. Not when I get bad numbers
I do not at this point see what benefit there might be by sticking around for so long if it were indeed a scam. I don't know of any scammers that have lasted this long, or that have delivered such convincing proof of a product.
If this is a scam, and nothing is shipped, you may quote me in saying that not only will I be out the pre-pay amount ($500 or so), I will also eat my mining rigs piece by piece.