source?
ASICMiner has said that they will be self mining to recoup costs with first batches. They will have no real incentive to release products until they run out of space to mine, or they start to make more money selling than expanding mining. BFL releasing their product will kill ASICMiner's profits from mining.
I believe they stated that they were going to use a fixed amount (12 TH?) for mining initially, as sort of testing phase so their final product is more polished. After they reach that amount, they have no reason not release their product onto the market