• Paul Sigrist
    $FB $GOOG $TSLA $MSFT $AAPL $CAT The Top Tech Companies By 2020 http://wp.me/p4pj7o-83
    3/26/14
    Reply (10)
    • Keith_69: I disagree $TSLA is an automobile manufacturer.
      3/26/14
    • Paul Sigrist: Within the article, I lay out why $TSLA should be viewed as a tech company.
      3/26/14
    • Keith_69: Then if they are a tech company, then they should not and CANNOT be judged by the amount of cars they sell. So automobile
      3/26/14
    • Keith_69: deliveries should not count in their success quarter to quarter.
      3/26/14
    • Keith_69: And the giga factory is not even up and running. So by your argument, $TSLA is completely speculative. At least you're bearish on it.
      3/26/14
    • isnyder: No, $TSLA's battery technology has multiple applications & their meeting with Apple showed they are exploring those opportunities.
      3/26/14
    • J*H*M: In a few years, their primary unit of production will be GWh of battery packs.
      3/26/14
    • Tales From The Future: JHM, operating margins in battery production are weak. Check Samsung, LG, Panasonic...most of them in the red for years in batteries.
      3/27/14
    • Tales From The Future: Why should TSLA have better operating margins? The other companies have been making batteries for decades, tons of operational experience.
      3/27/14
    • isnyder: They've proven that a battery can be used to power a high-performance vehicle. Their batteries will not be for small-scale applications.
      3/27/14