Yes, that's exactly the issue - even though it might be perfectly legal to not ship anything to the campaign contributors, that still does not mean many of the ~10 000 contributors will not be angry and a lot of ill will won't be created. You can see this quite often when big companies revert unpopular decisions - the stuff they tried to get away with is perfectly legal (they made sure of that) but that does not mean it won't make a lot of people (your customers) angry with a big potential backslash. Also some people did preorder the tablets after the crowdfunding campaign ended, which is probably legally binding. I can actually see a scenario where the people who preordered might get their devices sooner (or at all :P) than the people who joined the crowdfunding campaign. Yeah, sounds sensible. I would go for nr. 2 BTW.