That was the timeline I remember seeing. They explained the situation very well, and since the chips didn't come till early November, this is the expected timeline. I think comparing this to BFL or Avalon at this point is pretty unfair! We all took a risk by preordering, and of course we all wish they had shipped earlier! At least we're not dealing with multimonth delays like cointerra and hashfast, for much more expensive systems. Hopefully we will mine some good coin, and I still feel these devices will be very profitable for fiat, and more profitable in BTC than buying BTC now. Hell, even my early asicminer blade is profitable in fiat now! I'm in mining for a hobby that also turns a profit, not as a get rich quick plan, so perhaps my views are different on the subject.
I ordered a NF1 Bitfury based USB stick project from the group buys section, on Oct 19th, and it was shipped out 3 weeks later. That group buy didn't start until mid September, some 5-6weeks after this one started, they also ordered their reel from Megabuypower.
nuff said.