GM delivered approximately 930 trucks in October, according to their info. I would assume they can do the same numbers every month.
Projections are for 12000+ units for 04, so those numbers seem to make sense.
Don't get taken in by dealers or EBay sellers trying to bend you over - the initial insanity will be over with fairly quickly. I've been tracking the SSRs sold on Ebay.
There are about 35 available today, and so far, I've tracked about 80 that have come and gone. The ones with reserves over 50000 are not getting any bids. Bidding on those with reserves is stopping in the 49000 range - highest was 51490, lowest was 46000.
The recent sales were at 49258, 49100, 50000, 50000. Two signatures sold this week - one at 74000, the other at 72022.