Cointerra is late for their December and early January batch deliveries and that is not even up for debate. What is up for debate is what the value will be to you when you receive what you ordered.
I personally still think that Cointerra has the best value if they ship what was advertised before April, 2014. But if they cannot ship what was advertised, they would lose credibility, and worst, they will take a hit on their profit margin. So you see, they cannot afford to ship less than what was advertised. They are going to resolve what ever outstanding issues they have, or die trying. So that only increases my confidence that I will get what was advertised, though it will arrive much later than what was advertised.
notice that he said his HF orders are late since Oct yet Conterra isn't per the ToS... well, that ToS says that HF is only late a few weeks not months as well