You can install the Lua firmware by only uploading the .bin. I use:
sudo ./esptool.py --port /dev/cu.usbserial-A4004QZw write_flash 0x00000 nodemcu_512k.bin
This will overwrite the firmware that is in the ESP. Wifi credentials for connecting to AP are not changed by the firmware upload.
After reboot, the ESP should report:
NodeMcu 0.9.2 build 20141202 powered by Lua 5.1.4
The nodeMcu environment is stable and a good basis for further development. Here's a topic with a webserver written in Lua that works nicely.
http://www.esp8266.com/viewtopic.php?f=19&t=702
Otherwise, linked server I managed to run last night. It's perfect. Thank you for your feedback.