If there supposed story is true had all intentions to ship last week of oct, or first week of nov.
Well, let's start by defining what version of their supposed story we should take into account:
1) Edward's house fire forced Simon to focus on the business side and he forgot to take a look at the board. He realised 3 days before shipping that the board was late. (I couldn't help myself not to laugh while writing this).
2) Their core competence was focused on the ASIC that taped out in August and didn't notice that the boards were late until 3 days before shipping.
3) Substrates. Don't forget substrates. And don't forget that everything else was right on schedule or ahead of schedule, but substrates.
HashLabs: Thank you for making our case so much easier