I think a few assumptions are possibly incorrect on this thread.
Assumption one: Tesla will try and make their numbers by shipping as many cars as possible in the current quarter.
Elon has specifically said he's not interested in short term stock valuations, and that delivery does not equal demand.
source:
http://seekingalpha.com/article/264...k-on-q3-2014-results-earnings-call-transcript
Assumption two: The delay is either back seats, EPA mileage, or fit and finish issues.
As a software developer, I think it's more likely a software issue, either with the AWD algorithms or with the autonomous driving features like lane changes. I saw rows of P85Ds lined up ready to go at the factory, and the production line had interspersed P85Ds, 60s, and 85s, all colors also interspersed, with about one in 6-7 cars being a P85D. If I were to hold up a delivery, it would not be for something fixable in the field. It would be for crucially important functions like steering, collision detection, or electrical issues. I have no information to confirm this, but I think safety software is a probable cause.
Assumption three: Tesla is slipping its deliveries.
I think this is true for the first couple of cars. However, even though my car is in production, it says the "estimated" delivery date is December. I think most of us, definitely myself included, have been way optimistic what the estimated delivery windows meant. Given AWD means a whole new set of drive by wire calculations, if they fix this in the next few weeks, most deliveries should be close to the target dates.
After my factory tour, I am incredibly bullish on Tesla long term. I do see that they're a brand new company, and have the growing pains of any new company, but so far their commitment to delivering the best car possible, both long term and short term, is a better metric than delivery dates. I'm kicking myself I didn't buy stock in them back when they started with the Model S.