Talking to my SA yesterday, it sounds like Lucid is not building DEs right now and won't resume production until end of August or later. He suggested not to expect delivery of those DEs until October sometime. I have to assume it is due to a parts shortage (HUD?).
I originally ordered a loaded GGT on April 17th, switched to DE on May 19th after they pushed GGTs with HUDs to "fall" and then switched to an orphan (everything but tech/power, AG, Tahoe, 21/22) on June 20th as I had a road trip planned for this first week of August and was assured I'd have the orphan in time but would not get the DE in time. The orphan was in production back on June 20th and is still in production now (stuck in "general assembly" stage) with no ETA as to when it may get out of production. Given that the orphan seems to be stuck in production, I asked my SA about DE timing and that is when he gave me the above information and said he'd try to get me more info on the status of the orphan. I'm waiting to hear back on the more info.