No information to make decisions may be the point. A group sales figure here on bitcointalk has gear to sell. It's not KnC gear, it's not too efficient, price isn't great, but the stuff is available and he was an early provider of ASICs to us in this country at the home user level. He personally put ASICs in miners homes here while BFL was blowing smoke our way. If KnC were to say 'We've been working full work weeks producing Jupiters for release in January.' sales of comrade ASIC miners might be damaged. KnC knows it has the Lexus of Bitcoin Miners at present. KnC can sell at will all it offers.
They can't. As I've been saying, if they flood the market with new Jupiters, it'll massively impact neptune sales/refunds. Anyone with money would buy a dozen jupiters for delivery in Jan/Feb and cancel all neptune orders. Because 3TH now is worth XXTH in June/July. They can't risk a mass refund on neptunes, as they will have no business. Also, if they flood the market with Jupiters, it'll increase the network hashrate dramatically and that'll make the neptune look less and less attractive. Could even kill it.
So, they are in a delightfully difficult situation
KNC can
1. Sell loads of Jupiters and forget neptune. Lot's of money, but the end of their business.
2. Sell limited number of Jupiters and hope it doesn't damage neptune sales or lead to mass neptune refunds (most likely scenario).
3. Sell loads of Jupiters, but make sure people with neptune orders cannot get a refund. In the process, make themselves the most hated asic company in the world.
4. Don't sell any new Jupiters and rely on neptune. But this bet relies on their competition screwing up and not being able to take the lead for the X months it takes knc to squeeze out the neptune. If competion surges ahead, knc are left behind. Any major delays in neptune - knc are dead.
How many more options do they have?