In Batch Fir not an option?, we learn that modem selection and address confirmation happens before batch shipment. So I wonder if this means that final assembly and final QA will be done first. That is really the only way that they will have an exact count of how many phones can go out. That exact count might be what they are waiting for. Also, you want to reduce the amount of time between asking for this stuff, and handing boxes off to the shipping carrier to avoid additional address changes and modem changes.
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