Well, if that is true, this is a screw up on multiple levels. I can understand the Model X ramping difficulties due to lack of parts - Tesla has been very vocal about this throughout the year, so it should come as no surprise. However, they "always" said they expected a steep ramp to a few thousand X this year and the majority next year. May have been just me, but that always translated to a significant Model S ramp as well, here is why: the original guidance was 55k of S + X combined. If Model S stayed flat to 2014, that would only be 31k, meaning 24k Model X which was surely never promised. So if X was "always" supposed to be only a few thousand in 2015, Model S had to ramp to around 50k. At the same time they announced lowering guidance to 50-55k in the Q2 ER, they also announced that they planned to produce 12k and deliver about 11.5k in Q3. So clearly, at that point they projected delivering the missing 17k-22k cars in Q4. A few thousand Model X notwithstanding, that means the S was supposed to ramp as well. So, as Q1, Q2 and Q3 went according to plan, unless you interpret the last ER projections as guiding for up to 10k Model X in 2015, they surely have planned to significantly ramp Model S in Q4 as well. And as we haven't heard about any S production difficulties lately, if they are on plan, they should deliver that at the very least. I know I am waaaay overthinking this.