
Given the numbers involved and the somewhat odd configuration (no power, no HDMI, but a camera port) I'd say they're almost certainly left-over boards from someone else's custom order. The Google form would be an easy way to post/collect orders on a bunch of different websites - I wouldn't be surprised if they were advertising on other Pi-related sites where stripped boards would be useful.
So, pre-order through the Google page; the numbers will be added up and sent to the factory/supplier once the pre-order closes (today); then you'll be contacted sometime between now and 02/05 for payment, then the boards will ship. I would assume, anyway
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re: the connectors... my original thought is that it would kind of suck to have to add your own HDMI, but it also means you'd be able to solder an FPC connector straight to the board, saving space on an HDMI plug.
I also find myself thinking, how awesome would it be if the RPi foundation started selling bare board 'kits' for more advanced users - totally bare-bones board, plus a bag with all the connectors. Want HDMI? Solder it on. Don't want Ethernet? Leave it off. It *should* be cheap and easy for them to do - not really a major change to the production line, just leave a bunch of components off - and it seems like there are several user groups who would love the thinner form factor and saving the hassle of desoldering a bunch of components. Although I guess it may be a toss-up between the hassle of desoldering GPIO pins and the pain of soldering the display connector (or whatever).