i was fortunate enough to be a batch #1 customer, but even that was delayed about a month and a half (after having announced they "shipped") with very little communication from avalon (it was nerve wracking). As a result of their weak customer service and still unproven mass delivery capability, I only purchased a single batch #2 unit which ended up being 3.75 months late (originally March 10th ship date).
Batch #2 turned out not to be such a wreck after all:
As a Batch #2 Wave 1 and Batch #2 Wave 2 customer, I can only state that my ordered (and delivered) machines will break even next week, even after the months of delays. But then again I was lucky to get them in time, no trade-ins and no customs problems like some of the Serbian and German buyers.
Batch #2 Wave 1 cost BTC 76.2 / unit and Batch #2 Wave 2 cost BTC 56.4 / unit
They will both break even on about the same time, next week Monday or Tuesday probably.
Batch #2 Wave 1 started hashing 2013-06-21
Batch #2 Wave 2 started hashing 2013-07-04
It's only Batch #3 orders (full units and chip sales) that will have a longer wait to see their initial BTC generated (if all of it in total)
My Batch #3 units started hashing 2013-08-01 and so far have generated about 10% of their initial cost in BTC
Batch #1 and Batch #2 buyers should not complain too much, unless they are the ones that have not received their units yet and are getting no feedback (customs issues, trade-ins, broken units)