Laurent,
Yes, I got one of those emails today as well. We seem to be within the same "block"of customers.
I was first given a production number of 793 earlier this year. My email today, from Zak, stated my production number as 645. That is quite a jump as well. I don't really care what the number is, of course, as long as the estimated delivery date doesn't start to slip (April-ish).
When first given 793 I was told it would probably change when the list got compressed to eliminate (reposition?) those that were not willing to go beyond the initial 5k deposit. I was also told I would probably have a lock in date at the end of this year. Haven't gotten that notice yet....
Tim M