I'm thinking they're still not ready and are using this thread to buy time. All the FUD in this thread will probably buy them another week or two without having to formally announce a delay.
Seriously? One of the first units was shipped to a Bitcoin dev. For it not to arrive or to not work when it does arrive would do far more damage to Avalon than a two week delay would have done.
Pictures prove nothing about whether a unit actually exists or works. They're nice to have so you can drool over something, but they don't actually prove anything. You can pay to have clever mock-ups of stuff built - half the technology you see in TV shows and movies is nothing more than a clever mock-up which looks like the real thing and looks like it's actually working when its not.
While people can certainly still question any photos or videos posted by Jeff and Bitcoin Foundation when their units are set up, it's a big stretch to believe that they're going to deceive users about the end product produced by Avalon or any other ASIC vendor.
If you read the original thread, you'll see that people were also violently opposed to any of the ASIC vendors actually hashing to prove that their products worked, too.