I guess my post wasn't perfectly clear unless you paid attention to the discussions in q3.
Of course there are discounts for showroom cars, there always have been and always will be (why buy a car that has been used at the same price as custom?). What I meant by no discounts is that it appears they have not adjusted the algorithm for q4 as they did in q3 to give additional money off. Also, no lease deals as with the 24 month lease deal in q3 (I took advantage, the deals were huge). Finally, there's limited or no reports of waiving destination, delivery, etc fees (actually, they increased them). Just about everyone buying inventory in q3 got those fees waived.
So, compared to q3, they havent done any of those three things and have instead increased prices and fees. To me, that says deliveries are just fine...and margins will be awesome. Here's some notes on margin for q4.
Increased prices, including options
Increased fees
No additional discounting on inventory
100 packs finally ramping and shipping worldwide (elons top priority next to m3 per last call)
X production still ramping and getting better (see motley fool note)
No more x60
S60 buyers springing for high margin options (see recent analyst note)
Ap2 high margin option introduced
