You could be right but I don't think so based on....
1). Several of us have been told consistently by the factory team that production would start in March - but no indication of early or late.
2). The changeover to Red has been planned from the beginning, and is a one time switch that should not represent a significant efficiency hit.
3). The big push is not just efficiency, but profitability - red represents $1500 of high margin revenue per car.
4). The 'untapped potential' of the current reservation list consists of either red, 40kWh, or non air suspension. Elon noted that both of the last two items are a very small percent. That would seem to indicate that red represents the majority of the 'not yet buildable' US pipeline.
In the mean time, we wait..... and speculate.