I would agree with you that it appears that Tesla is prioritizing higher margin cars. But if you just look at how many Model S's they're producing and assuming so many at the old price versus the new, the amount they're making gets lost in the overall revenue numbers. After many years in Manufacturing, I can tell you there are so many variables here that can impact deliveries. For example, how many paint lines are they running? Various part shortages? It could be as simple as I've got one spot left on a transport truck going to the East Coast and I've got a MSLR Blk/Blk ready to go, so let's ship it. This is really a classic scheduling algorithm problem. I just wish Tesla would be more transparent on what their problems are. Until someone on the inside is willing to share some insight, it's really just a guess at this point. Wall Street only seems to care about revenue/earnings and number of units shipped over the previous quarter. If the incremental revenue gets lost in their overall number, then it may be come down to the number of units shipped (and not who gets them)!