How does the loss of a few "hundred" orders translate to a net loss of $100 million? Assuming that all of the orders are the top-end Model S or Roadsters, a few hundred loss sales would translate to lost revenue in the low tens of millions of dollars.
Possible, but it seems really dangerous to make statements like that outside of normal disclosure routes. They're a publicly traded company, and the SEC really doesn't like that kind of stuff.