You are right about already producing 600 cars, I forgot about that interview. Still, 600x50 weeks (deducting 2 weeks for holidays, etc.) is 30k, and 800x50 (800 being their target for end of 2014) is 40k. So that puts us between 30-40k Model Ses for next year.
Unless they are pushing production even further... but that would need to be a pretty agressive ramp. Not that I would mind seeing an official projecton of 50k Model Ses + 3-5k Model Xes. :tongue:
At the same time, I have some agreement with your trepidation about over zealous analysts building in higher than reasonable expectations. Seems to me the 35k number should be a solidly viewed number for the stock, and if 40k, pump up the value from here (gap fill to $180 for example).