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Steve Funk

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  • Why A Profitable $35,000 Tesla Model E Is A Pipe Dream [View article]
    teddyg,
    "previous capacity of the Nummi plant in Fremont of 500,000 units/year "
    "average big auto plant produces around 350,000 vehicles/year."

    You are very misinformed on your numbers....
    Feb 24 11:22 PM | 2 Likes Like |Link to Comment
  • Tesla's Elon Musk: If It Flies, Drives, Or Electrifies, Lease It [View article]
    Ford,
    Quite the personal attack. You are quite anonymous here. Can you share what automotive knowledge you have that makes you so confident you understand what you are talking about.

    Here is some homework on On-Star, established in 1996 (and, yes, it is wireless). http://bit.ly/1pfofqu

    Seems someone did tell.
    Feb 23 06:23 PM | Likes Like |Link to Comment
  • Tesla's Ambitious SuperCharger Infrastructure Build Is SuperExpensive [View article]
    Jonas,
    "Is it really
    "grid connected"? Is it really "net metered" (sends clean power to grid at peak demand hours of the day--for peak income to Tesla?)."

    It depends. Every public service commission sets their own rules. In much of Colorado you have to sell ALL your power to the utility at wholesale and buy it back retail. This helps pay for the infrastructure and eventually all localities will need some form of charging solar producers for the infrastructure. Superchargers will be a cost center for Tesla, not a revenue generator.
    Feb 23 06:14 PM | 1 Like Like |Link to Comment
  • An opinion piece titled "The Other Government Motors" from the WSJ isn't too subtle about taking apart the Q1 profit Tesla Motors (TSLA +1.4%) reported as it hitched a free ride with U.S. taxpayers. The zero-emission tax credits Tesla can sell to other automakers and the generous $7.5K federal tax credits to motivate buyers are the big two complaints. But what isn't entirely clear is why other car companies selling EVs aren't lumped into the same discourse? [View news story]
    Dan,
    "Patents are essentially a clerical function. "

    This is not really true either. Getting a patent might be a clerical function but in order to prosecute a patent it needs to be "useful". In order for it to be useful it needs to be operative. Check out the legal requirements: http://bit.ly/1cFkup4

    I just glanced at several Stanley Meyers patents. You are going to have to explain how these several patents prove anything. Just because someone is issued a patent does not mean it is legally binding if they did not adhere to all the legal requirements above.
    Feb 23 05:57 PM | Likes Like |Link to Comment
  • Tesla's Elon Musk: If It Flies, Drives, Or Electrifies, Lease It [View article]
    John,
    Check out GM's On-Star. Generally acknowledged as the first to do this somewhere around 15-20 years ago. How is this amazing to you? I do not know the details on all systems, but most luxury cars offer this type of crash alerting and system diagnostics.
    Jan 28 08:53 PM | Likes Like |Link to Comment
  • Tesla's Elon Musk: If It Flies, Drives, Or Electrifies, Lease It [View article]
    Ford Perfect,
    You do not seem to know about cars, testing, or the data that Ford and GM have about your vehicles. If you did you would not claim that Tesla has more data. Of course you are aware that for ten or fifteen years GM's Onstar system provides the same information to GM in real time as well? Ever call Mercedes with a dead battery and they diagnose the car and get the part number from your car while on the phone? Then the Mercedes tech arrives to install the battery in less time than you can have a sandwich? You could easily be 200 miles from a Tesla repair facility that has few parts. What good is data if you can't help your customer?

    "Moreover it has machine-searchable real world data in actionable engineering detail. " Do you think all other car companies are using file cabinets for the data? How do you think air bags go off? Because all cars are constantly monitoring g-forces. This is just more rhetoric that Tesla fans throw out with absolutely no factual basis. Seems to be a good pump and dump tactic.
    Jan 28 08:50 PM | Likes Like |Link to Comment
  • Tesla's Elon Musk: If It Flies, Drives, Or Electrifies, Lease It [View article]
    JPBark,
    "When the other companies do updates do they take the time to drive every car 25 miles in all conditions to make sure it worked?"

    Well, yes, production lines most certainly do test every car with the OBD attached. They often run up to 60 mph for several minutes, maybe not quite the 25 miles you suggest. For field fixes GM and Ford have extensive test facilities that Tesla can only dream about. They have proving grounds in the Midwest, desert, and winter locations. They can do cold soak and hot soak tests. There is not enough room at Fremont for Tesla to have all of that test equipment, nor can they do winter testing.
    Jan 27 11:06 PM | Likes Like |Link to Comment
  • Tesla's Elon Musk: If It Flies, Drives, Or Electrifies, Lease It [View article]
    StavCap,
    "only one Ted Turner in Atlanta. Trends start in smart places"

    Maybe you are right. Maybe Norwegians are the smartest people on the planet. Oh, wait, there are more Norwegian's in Minnesota than Oslo. There is plenty of lutefisk in Minneapolis. And the US has only slightly less Norwegian-American's than all of Norway. Maybe it just helps to be born in a small isolated country with big oil wells.

    But to your small investing point about a world auto trend starting in Norway, mathematically Tesla is not a trend yet in the automotive world. Elon Musk has made EV's a sensation and if Tesla achieves their stated goals over the next five years it will be fair to call electric vehicles a trend.
    Jan 18 09:01 AM | Likes Like |Link to Comment
  • Tesla's Elon Musk: If It Flies, Drives, Or Electrifies, Lease It [View article]
    StavCap,
    You bring out some good points about the Norwegian market. You neglected to mention the comparative size of Norway and it's true impact on the automotive market. Norway is a little smaller than Atlanta, Georgia, USA. An automotive trend in Atlanta might only get passing notice. And I am sure Atlanta buys many more cars than Norway.
    Jan 17 09:38 PM | Likes Like |Link to Comment
  • Why We May Have Underestimated Tesla And Its 20-30% Potential Upside, What's Next For The Market [View article]
    Goldtean,
    That's not how it works. For the most part awards are announced at the Detroit Auto show (last week). Tesla really is in the auto business and there is a cycle. Next chance for Tesla will be a year from now with the Model X, if they can produce enough by Q4.

    Since you like cars that win the award, you might want to test drive the 2014 Car of the Year, the Cadillac CTS. http://bit.ly/1dEihdF?seo=goo_|_Cadillac-Re...

    Dimensionally the CTS is only slightly smaller than the Model S and has had very favorable comparisons with the BMW 5 that Elon says is his bogey.
    Jan 17 08:42 PM | Likes Like |Link to Comment
  • Why We May Have Underestimated Tesla And Its 20-30% Potential Upside, What's Next For The Market [View article]
    tduong,
    You criticize tftf with ignoring facts, but you cannot seem to come up with any meaningful patents that Tesla has. You keep talking about the 18650 cell, but I have searched and cannot find even one patent regarding cell chemistry. Zero. They all belong to Panasonic.

    Check out Tesla patents on batteries yourself:
    http://bit.ly/1atjvnF
    Almost all Tesla "battery" patents are for the pack construction or the fire controls, or battery management system. All major manufacturers already have their own versions of those for the chemistry they are using. Oh, Tesla also has a patent for a battery pack ballistic shield but I am thinking they won't get much money for that one on the open market.
    Jan 16 07:17 PM | 3 Likes Like |Link to Comment
  • Why We May Have Underestimated Tesla And Its 20-30% Potential Upside, What's Next For The Market [View article]
    tduong,
    "There's something called patent rights buddy."

    Give us one example of a Tesla owned patent with industry value. While you are at it, let's define "owned" because you will find most Tesla patents are assigned to banks. Tesla has mortgaged them to finance the Model S.

    List an example of successful litigation between two car companies. That is because this is not a business that sells products based on technology. The auto business is closer to the fashion business where the leaders keep developing new attractive merchandise while followers copy at far reduced margins.

    Tesla has no patents providing barriers to entry. Period.
    Jan 16 07:06 PM | 3 Likes Like |Link to Comment
  • Why We May Have Underestimated Tesla And Its 20-30% Potential Upside, What's Next For The Market [View article]
    Jerry,
    "Perplexed, maybe you haven't read it's been picked by multiple car magazines as car of the yr? Not EV of the yr, but best car in the world."

    That's old news in the car world. To my knowledge Tesla has won no awards for 2014. Fickle business this is.
    Jan 16 06:49 PM | Likes Like |Link to Comment
  • Analyzing The Logic Of Tesla Bears [View article]
    JRP3,
    I am serious about Cd (drag coefficient) not being a big selling point in cars. Part of the reason can be explained from the Wikipedia link you provided, but this is a fairly theoretical web page and leaves a bit of math for you in order to answer your question. Yes, power goes up with cube of the velocity, but that does not really matter and here is why. The really important thing to answer in a car buying decision (or simple bragging rights) is how much better is one car than another? To do that you can use the Force equation or Power equation because it winds up not to matter. Comparing the two equations, all terms cancel except "Cd" and Frontal Area, A. In a comparison of two cars the air density is the same, the comparison velocity is set to be the same, and the coefficient 1/2 similarly cancels. So the question is Cd(Tesla)*A(Tesla)<... Cd(car 2) * A(car 2). The ratio of the difference will give you the proportional difference in Force and Power required.

    For a car designer the problem with spending a lot of time and money on improving Cd is that even with a lot of effort you wind up relatively close, percentage wise, to other cars that did not have Cd as high on the design priority list. You might be surprised to find that Lexus and Mercedes match or are only 4% off the Model S for Cd. Here is a better Wikipedia page that might make it easier to understand. http://bit.ly/HeCHwq There is a table with many vehicles Cd listed, including the Model S. There is also a shorter table with the CdA product compared, because that is the true comparison term. The ranking by CdA is much different than ranking by Cd because frontal area varies so much. Percentage wise, Area varies much more than Cd and therefore is the dominant variable. That is why I don't worship Cd numbers. I have not been able to find frontal area for the Model S so I don't know where it is on the list that matters. But the Model S is a large car so it can't be that high on the Cd*A list.

    As for raising the suspension, for most vehicles raising the car increases drag with the underbody due to turbulence effects. The less air traveling under the car the better off you are from a drag perspective. It would take an owner with an obsession for recording data and analyzing it over the same route to see a difference in mileage, but I am sure there will be a very slight decrease in range from raising the body at highway speeds.
    Jan 14 10:09 PM | 1 Like Like |Link to Comment
  • Analyzing The Logic Of Tesla Bears [View article]
    JRP3,
    You prove my point on drag coefficient understanding. What is to the left of the equation you link to? (Or at least the page you link to, because the link landed me on the drag equation for high Reynolds numbers that does not apply to cars). Total drag force is the most important parameter. For an auto the area varies more from car to car than the Cd.

    Fact is, low drag does not sell cars and I do not believe that Tesla's drag is much different than other similar cars. The equation you link to proves that. Do the math. Plus, Tesla's recent decision to raise the car at cruising speeds will increase drag.
    Jan 13 07:15 AM | 1 Like Like |Link to Comment
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