I hope we don't say the same thing about BFL in a couple of month.
Is there an estimate how many units BFL can produce per day? If we take Avalons output as a ballpark figure we are all fucked ...
The reflow oven in the pictures posted can produce 700 boards per day according to the manufacturer. Obviously there are going to be different lead times for the components. They probably don't have a realistic idea of their assembly capacity at the moment.
Once they're caught up on their back orders, they may very well be able to keep pace with demand. Trying to complete back orders in-house mightn't be the wisest choice if it means that by the time the current back orders are cleared (estimated at May-June), they'll still be running two months behind on order fulfilment but BFL doesn't seem inclined to suspend new pre-orders until they catch up so that come June they can go to a turnaround time of under week.
I feel like I'm the only BFL who has some sympathy for Josh. He's just the messenger and people's ire should be directed at those who are actually in control of the project - but those people are largely invisible.