Guessing ... well, that's one of the major annoyances on http://forums.butterflylabs.com/
There are so many bootlickers and wannabe BFL employes on there that it's hard to filter out accurate information in all those tons of useless comments.
So many speculations and guesswork.
I posted my question ("working prototype") hoping that a BFL official would respond - but got banned instead.
It seems the purpose of those forums is only mutual sugarcoating and backslapping - to bear with the constantly delayed delivery dates.
You should go back and read the thousand-count posts from when BFL first announced the FPGA based equipment. I was skeptical too back then but they have a fairly successful history now of completing orders.