My speculation: They will be selling series of ever slightly more powerful chips, which you just plug into sockets. Easy upgrades.

I hope they keep their tricks a secret until BFL starts building the PCB's and commits hard money to completing their project.

I doubt at that point any BFL customer will get their cash back.

Josh can correct me if I am wrong about this and tell his customers that they can pull their cash out of this venture at any point (without limitations) prior to shipping.

My speculation: the board supports dynamic frequency and voltage changes, a software upgrade makes overclocking and undervolting automatic (pick your target hash rate)

Since the chips internal structure is very repetitive, binning them into frequency ranges won't produce a large spread of chip speeds.

Aftermarket heatsink and fan arrangements could be very profitable for the first month or so.

Even they have legitimate reasons to keep the spec secret, there is absolutely no reason to keep the tracking number secret.

You are wrong
no ASIC = no shipment = no tracking number = reason to keep the tracking number (fictitious) secret

I think he was saying the same thing you are saying actually.

The tracking number doesn't exist yet - they're getting the paperwork in order. They're probably also tired of listening to us here, talk about it endlessly.

Doesn't having the tracking number give you access to the recipients address? Perhaps it's for privacy.

Size matters... at all?  There are only 4 relevant factors: cost, release date, hashing power, and wattage.  That you're even commenting on size, and that you've consistently touted the good looks of the BFL units, tells everyone here that your priorities are way out of whack.

It actually isn't that bad for the first little while. Even at 250TH/s (~35M difficulty), the systems are pretty similar.
For instance, at $17.50/BTC and $0.15/kWh, an Avalon hashing at 66GH/s using 400W would profit $455/30 day month.
At the same conditions, the BFL Single at 60GH/s using 60W would profit $447/30 day month.

Baring a change in stats, it probably won't be until almost all the preorders are out that BFL takes over from Avalon in terms of profitability. Avalon's second batch is still a loser in my eyes if BFL (and Avalon) can ship on time though. Earnings might be close to the same, but the Avalon unit is going to heat up a room and use a lot more space, in addition to costing $200 more. They'll definitely need to rethink their price increase or have some super duper extra features.

LOLWUT? You think that building the PCBs is the point in which you put hard money into the project? The cost of all the PCBs for the first batch going to be a lot less than they spend on salaries for a month, it's a drop in the bucket at this point.