Q1 cancellations are likely to remain elevated as the remaining older reservation holders are invited to configure their vehicles within a settimeframe or pay the higher price just like new reservation holders.
Thompson left it up to the SEC to set a new timeframe and didn't hint at which way he was leaning: disclosure after one day, five days or one month and 29 days.
Only you and I know whether we are overachieving or underachieving because we establish the rules, set the target, and create the timeframe and deadlines in our own minds.