VIN should be here mid-next-week according to Tesla, when the car enters final assembly, after paint. Working backwards from a "factory completion / ready to ship" date of 11/12, it's likely going to be 11/6-11/8 when a VIN is made available.
Hey FlasherZ - you were RIGHT! Got my VIN (S00912) on 11/5 in an email reply to my query earlier that day. I asked for the VIN and to verify that 11/19 still would be a good delivery day. Matt said "11/19 is still in your delivery window!". I'll follow up on Monday if no email before then....