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Speak of the devil, my SA just rung up to give me an update. He said they are expecting VINs to start getting assigned next week with most VINs assigned in the next 2 weeks. Still expecting the deliveries to happen by end of Feb.
Let me add mine to the mix. Looking at this thread I might have been one of the first to pull the trigger:
Model 3 SR
Ext: White
Int: Black
OD: 05/11
VIN: nil
EDD: nil
Last chat with my SA was delivery on track for mid to late Feb.