Who cares when BFL shipped?
What interests me alone is, when you sent my boxes
I won't speak to the rest, but this actually makes sense to me: If they release details about what exact components they're missing and post detailed photos of the boards they might risk
- A competitor cutting down the time to shipping, thus depriving Avalon's own customers of some days of profitable mining.
- A competitor, or antoher enterprising saboteur with deep pockets could vacuum the market for the exact components that Avalon need.
The first isn't much of an issue by this point, I think - BFL seem to far along in their development to do a redesign - but based on what we know about the most unscrupulous competitors, or even some groups of miners, I wouldn't put it past them to try to slow down Avalon's batch 2 by increasing demand for components. I think that would be an effort in vain - I don't think any mining groups have that much money - but stranger things have happened in Bitcoin.