Would be interesting to know where the bottleneck is - but I guess we will never know.
However if assembly & ship out is the problem and they have enough PCB's and ASIC's lying around I would solder mine together myself, seriously.
Without knowing the yields and without any testing? that's asking for a defective unit without the right for a refund (since you solder it yourself).
I think, rather than waiting around for delivery dates that have not only passed, but that Avalon said they had shipped, people are more interested in ways to get the > $2,400 a week you can make at current difficulty and $45/BTC with 67GH/s ...
So soldering it together yourself might even be a reasonable option
That of course wont last ... and next week it will be something like $2,100 or less a week for 11 to 13 days, then drop again ... and again ... etc
(I also suggest the 11 days might even be an over estimate ... and the $ are of course based on $45/BTC which will change ...)
Edit: lol - OK I should check what I'm typing ... fixed all those number above ...
(I wrote the 'month' numbers not the 'week' numbers
)