I suppose part of that is my opinion. Though I think my opinion has more truth than your facts. I can't recall HTC having a poor track record with updates. My OG EVO had lots of updates to it, so did my 3D (which is more impressive because the camera was not easy to get working with Android updates based on all the articles I read). And I have had my EVO LTE since last summer and received several updates from HTC. Timely? Well I guess that depends on your definition of timely. I didn't expect JB to hit my device a week after it was announced, but I did see HTC release it to the OneX just after Sammy released it to the GS3. Since my phone is just the Sprint version of the OneX I knew it was coming. Not every HTC got it at the same time, just like lots of GS3s that were waiting for their JB months after Samsung released it. I got my JB before any Verizon GS3 owners. And anybody on AT&T who didn't load it up through Kies and waited for the OTA in January? Waaaay before them. But I wouldn't say HTC pushes out updates faster than Samsung. It's well established that once an update is available, the biggest hurdle to getting it on your device is your carrier.
And the second-tier status? That was an article in the WSJ that every other site ran with. If you Google it I'm sure it seems that a thousand tech sites were saying the same thing, except they were all referring to the same article. Is it true? I'm not sure, though I can see it being an issue, certainly, when a company is cutting their orders drastically. That doesn't mean they can't get parts from suppliers. That isn't how the manufacturing industry works. I know. I'm in it. I don't think too much of the financials right now, either. Slice it however you want to, they still make a profit. And the One hasn't even really moved yet. I'm more interested to see 2nd and 3rd quarter results than 1st quarter results without sales of this device in it.
Now you are correct that they are behind a bit on the version number of Android, though it isn't just one. They are running JB 4.1.2 on it and the GS4 is running 4.2.2 and that's a total of 3 updates. But honestly, the average person hears that the One and the GS4 are both running JB. Do they know that there have been small updates to JB that the One hasn't gotten? Nope. And if they looked to see what those little updates were, what would they find? Anything substantial? If you have a Nexus then yes. Otherwise, not so much. Look at it for yourself. And I have no dount that the One will receive KLP right around the same time the GS4 gets it. They proved it with the OneX and JB last year and this year they only have one major new device to worry about updating.