Tesla's '5 Part Trilogy' Grand Finale - All Signs Point To Battery Swapping Or Faster Charging [View article]
Agreed. I also believe this market is underestimating what the demand picture will look like as stores are added in Europe and Asia. Once stores are online/offering test drives and delivering cars we could see another spike in demand (remember what happened shortly after US deliveries started).
The review by Consumer Reports seems to have been overshadowed by such an incredible quarter. Once the new issue hits the shelves Tesla will be exposed to a new set of US customers (along with an excellent new financing product).
For these reasons I believe 21,000 deliveries in 2013 is very possible, if not even 25,000.
Tesla Patent Applications Reveal Next Generation EV Technology [View article]
Thanks for the comment Sacha.
1) I disagree, range is a problem. But, charging time is as well, good point. Much like tech improvements will improve battery range, charge time will decrease as well. Now it takes 30 mins to add about 150 miles of range (on Tesla's Superchargers) vs 5/10 mins to add 400 miles of range for an ICE vehicle. Much like laptops and cell phones in the past 5 years, capacity to charge and hold electricity is going to improve. For this reason I don't like to speculate how long it takes to 'Supercharge' now, but rather where that number will be in 3-4 years (when Gen-iii is released), and in my opinion in 2017 EV charging times will be far more competitive than now.
2) Battery price will decrease because of the exact "deprecation" you reference. So over time it gets significantly cheaper to not only replace your battery but UPGRADE it. Replacing an 85kwh battery now may cost $8-$12K (and go 285 miles per charge), but in 2017 that number will be closer to $4-6K for a 400 mile 85kwh battery, a MUCH better deal. Time is on your side with EV's (thanks to improving battery tech).
3) First mover advantage is real, but not indicative of winning an industry. Tesla is one of the first movers (for EV's), but in reality it's just extrapolating a much bigger concept that has been proven by auto giants such as Toyota, Lexus and Mercedes. Are other manufacturers really catching up fast? What about the supercharger advantage? Or Tesla's industry leading range?
Tesla Patent Applications Reveal Next Generation EV Technology [View article]
I intentionally used 500-600 mile tank to give ICE vehicles as much credit as possible. In reality the average ICE car is probably closer to 400, either way if a 1000 mile EV comes out these nuances won't matter.
Is Amazon's E-Commerce Edge Evaporating? [View article]
Well Amazon was the first mover/"THE leader" (in your words) in online e-commerce, but growth has decelerated and margins have declined to almost nothing. If that happens with the cloud too then Amazon will not be worth $265 per share.
Is Amazon's E-Commerce Edge Evaporating? [View article]
I agree AWS represents a lot of potential growth. But my point was that Amazon is valued for AWS + its retail business, and that its retail business could really be hurting in the near future. Thus, solely the success of AWS is going to have a very hard time creating value for shareholders at $265 per share.
Is There Any Reason To Like Microsoft Besides Its Dividend? [View article]
I agree, I think the 720 could be a potential positive for MSFT if Xbox can emerge as the top next gen console. Their expansion of the Xbox as an entire entertainment console, not just for gamers is a good idea. Will be interesting to see what happens as more details are released.
Is There Any Reason To Like Microsoft Besides Its Dividend? [View article]
Ok, if your analysis is that cloud, big data and content aggregation are all too new to give the large caps growth. Then why not invest in the NASDAQ 100? What does Microsoft have individually? I agree they are making improvements in all their cloud services and technologies, but are the enough to beat the competition? And if they can win contracts/customers who says these businesses will be profitable?
Is There Any Reason To Like Microsoft Besides Its Dividend? [View article]
If there is so much growth available in the cloud/big data and "other places" as you mention, then why has Microsoft's revenue growth stalled in the past 3 years? If anything growth is decelerating in all these sectors, and Microsoft will fall even further behind than it already is going forward.
Is There Any Reason To Like Microsoft Besides Its Dividend? [View article]
Even if Surface isn't Microsoft's 'big bet' its important because it symbolizes Microsoft's push into mobile/smart devices. Mobile and tablets is where all the growth in consumer electronics is going to be in 2013, and a very weak showing by Surface isn't a good way to grab a slice of that pie.,
Questcor Presents Compelling Risk / Reward At $33 [View article]
Thanks for commenting with the list of those providers Michael. Definitely useful info for determining the effectiveness of Acthar for all us non-doctors. Will be interesting to see if this trend continues. Either way in the short term it bodes well for QCORs EPS (which haven't been effected at all by Citron's rumors).
Tesla's '5 Part Trilogy' Grand Finale - All Signs Point To Battery Swapping Or Faster Charging [View article]
The review by Consumer Reports seems to have been overshadowed by such an incredible quarter. Once the new issue hits the shelves Tesla will be exposed to a new set of US customers (along with an excellent new financing product).
For these reasons I believe 21,000 deliveries in 2013 is very possible, if not even 25,000.
Tesla Patent Applications Reveal Next Generation EV Technology [View article]
Tesla Patent Applications Reveal Next Generation EV Technology [View article]
1) I disagree, range is a problem. But, charging time is as well, good point. Much like tech improvements will improve battery range, charge time will decrease as well. Now it takes 30 mins to add about 150 miles of range (on Tesla's Superchargers) vs 5/10 mins to add 400 miles of range for an ICE vehicle. Much like laptops and cell phones in the past 5 years, capacity to charge and hold electricity is going to improve. For this reason I don't like to speculate how long it takes to 'Supercharge' now, but rather where that number will be in 3-4 years (when Gen-iii is released), and in my opinion in 2017 EV charging times will be far more competitive than now.
2) Battery price will decrease because of the exact "deprecation" you reference. So over time it gets significantly cheaper to not only replace your battery but UPGRADE it. Replacing an 85kwh battery now may cost $8-$12K (and go 285 miles per charge), but in 2017 that number will be closer to $4-6K for a 400 mile 85kwh battery, a MUCH better deal. Time is on your side with EV's (thanks to improving battery tech).
3) First mover advantage is real, but not indicative of winning an industry. Tesla is one of the first movers (for EV's), but in reality it's just extrapolating a much bigger concept that has been proven by auto giants such as Toyota, Lexus and Mercedes. Are other manufacturers really catching up fast? What about the supercharger advantage? Or Tesla's industry leading range?
Hope that answers your concerns.
Tesla Patent Applications Reveal Next Generation EV Technology [View article]
Tesla Patent Applications Reveal Next Generation EV Technology [View article]
Is Amazon's E-Commerce Edge Evaporating? [View article]
Is Amazon's E-Commerce Edge Evaporating? [View article]
Is There Any Reason To Like Microsoft Besides Its Dividend? [View article]
Is There Any Reason To Like Microsoft Besides Its Dividend? [View article]
Is There Any Reason To Like Microsoft Besides Its Dividend? [View article]
Is There Any Reason To Like Microsoft Besides Its Dividend? [View article]
Is There Any Reason To Like Microsoft Besides Its Dividend? [View article]
Is There Any Reason To Like Microsoft Besides Its Dividend? [View article]
Questcor Presents Compelling Risk / Reward At $33 [View article]
Questcor Presents Compelling Risk / Reward At $33 [View article]