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Morgan Stanley thinks the decision by Tesla Motors (TSLA) to drop the short-range version of the...

Morgan Stanley thinks the decision by Tesla Motors (TSLA) to drop the short-range version of the Model S is the right move for the automaker. Though it's a minor blow to the concept of mass market EV adoption, consolidating production around demand makes sense. Only 4% of Model S customers selected the 40kWh battery option. What to watch: Tesla is due to make a dramatic announcement later today with opinion divided if a capital raise is in store, a major expansion of its charging network, or an Elon Musk wildcard. TSLA +1.1% premarket to $44.40, but stay tuned.
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Comments (21)
  • bbor55
    , contributor
    Comments (154) | Send Message
     
    How am I supposed to wait until 5 o'clock for this
    2 Apr 2013, 08:20 AM Reply Like
  • wigit5
    , contributor
    Comments (4222) | Send Message
     
    The stock has gone up so much in the last few days on hope that this 'news' is anything but a secondary offering.
    2 Apr 2013, 08:42 AM Reply Like
  • alexrodz83
    , contributor
    Comments (6) | Send Message
     
    Tesla and Solar City join forces to build a hyperloop in California. ;)
    2 Apr 2013, 10:22 AM Reply Like
  • User 7876451
    , contributor
    Comment (1) | Send Message
     
    Should be Tesla and SpaceX
    2 Apr 2013, 05:49 PM Reply Like
  • patb2324
    , contributor
    Comments (94) | Send Message
     
    Go Tesla Go. This is pioneering stuff in the best sense of the American spirit and somehow it's crawling ahead. I really hope it can keep going w/o the robber baron types trying to bulldog it to a dead stop and tie it up. If you don't think the so called big 3 and the transplants don't, or haven't mushed around at times with the accounting practices I have the "bridge to nowhere" to sell you. I really hope these guys can make it, and make a car that the common man can buy, Let's give them the chance to pull this off.
    2 Apr 2013, 08:44 AM Reply Like
  • alexrodz83
    , contributor
    Comments (6) | Send Message
     
    In Elon we trust.
    2 Apr 2013, 10:23 AM Reply Like
  • Cheese1010
    , contributor
    Comment (1) | Send Message
     
    I concur a 1000%!!!
    2 Apr 2013, 12:15 PM Reply Like
  • Vico Confino
    , contributor
    Comments (227) | Send Message
     
    Vico Confino: owner of 2 Tesla S sedans delivered 12/21/2012

     

    Merrily I roll along, roll along with my Tesla S sedan
    Happily I check my Tesla stock, check my Tesla stock.
    It's a wonderful world out there and wish the numbers crunchers,
    egg heads, air heads and prophets of doom will wake up and enjoy
    life as I do.
    Please keep in mind. "The more you try to hurt Elon, the stronger he gets".
    Just another day in paradise.
    Vico Confino
    2 Apr 2013, 09:11 AM Reply Like
  • wigit5
    , contributor
    Comments (4222) | Send Message
     
    Vico...
    If it is a secondary what does that mean?
    2 Apr 2013, 09:19 AM Reply Like
  • pat1000
    , contributor
    Comments (517) | Send Message
     
    It means Vico has a primary Tesla and a secondary Tesla
    2 Apr 2013, 09:27 AM Reply Like
  • joenjensen
    , contributor
    Comments (708) | Send Message
     
    Backing Elon is the right thing to do, he has accomplished so much, Tesla, Paypal, Space X and NASA is using his talents with his technology sending resupply to the space station.
    My biggest fear is one day we will loose him because he wants to go on an expedition to Mars, if that happens we will loose a genius, and this country can not afford to loose him.
    2 Apr 2013, 10:59 AM Reply Like
  • Craig U
    , contributor
    Comments (2) | Send Message
     
    Craig...
    Elimination of the $ 52 000 model...
    Disappointed about removing the lower end model - would love to have driven one for a few years but cannot justify that level of reach - early adopters may well number 4% seeking an "affordable" option but I think second wave could be a lot higher which they now will not reach - so be it
    2 Apr 2013, 09:49 AM Reply Like
  • Stephen Pace
    , contributor
    Comments (548) | Send Message
     
    @Craig U: Waiting for Tesla GenIII isn't such a bad thing. It will likely be a better car (benefitting from 4 years of improvements to support both Model S and Model X) at a better price, with many more options than you can get today.
    2 Apr 2013, 09:56 AM Reply Like
  • wigit5
    , contributor
    Comments (4222) | Send Message
     
    Yup, the Gen III will be a much better car for the average person if we get there.

     

    The model S is a really nice car with some slick features but that big price tag will keep its sales limited. Gen III should change all that.
    2 Apr 2013, 10:02 AM Reply Like
  • alexrodz83
    , contributor
    Comments (6) | Send Message
     
    Hey John Peterson and the army of shorts out there...wherever you are...Elon, Tesla, and us longs are comming for you!!!! Yeaaaahhh!!!!!

     

    Probably, my least intelligent post ever, but boy did it feel good. :)
    2 Apr 2013, 10:26 AM Reply Like
  • Sharif Galal
    , contributor
    Comments (100) | Send Message
     
    Yesterday was truly an exciting day with the massive rally TSLA experienced. I can only hope the rally continues after Elon's announcement today. Something tells me there's reason as to why the decision was made to have this announcement occur AFTER the announcement made yesterday about meeting... I'm sorry... BEATING their OWN production projections...

     

    Something's up... We'll find out soon enough what.
    2 Apr 2013, 10:50 AM Reply Like
  • wigit5
    , contributor
    Comments (4222) | Send Message
     
    first good news then bad news?
    2 Apr 2013, 11:49 AM Reply Like
  • Locked Down Investments
    , contributor
    Comments (1471) | Send Message
     
    Totally off the wall idea but what about a Tesla / Google alliance?
    I know Brin and Page (Google founders) are close friends of Musk and love the cars.
    Google has their own self driving cars so maybe they see a self driving EV future with Tesla....technology like that would certainly give the Tesla brand a boost giving them a point of difference for many years to come and if only available to 100% EV Tesla it could be the catalyst for the real beginning of the EV revolution.
    Seems to be in keeping with Google's green image...and they have already linked up with SolarCity as well....i see these three giants working together very well.
    With Google as the ultimate sugardaddy don't think there would be any stopping them.
    Just seems all very close to the profitability announcement,which might have been the criteria that Google insisted upon before they would agree to a major share purchase.
    Also I believe that a lot of Musk's options can be exercised once the company shows profitability so maybe he does this and plows the money right back in with Google to expand production and supercharger network?
    Nice to dream anyway...but I do see Tesla and Google doing something eventually...if not today.
    2 Apr 2013, 11:48 AM Reply Like
  • Cassina Tarsia
    , contributor
    Comments (666) | Send Message
     
    I go with the "wildcard"!
    2 Apr 2013, 12:12 PM Reply Like
  • Craig U
    , contributor
    Comments (2) | Send Message
     
    Some context - Supply Chain consultant - moved to the US in 2008 from South Africa, big Audi fan but like the Tesla style and would love to be a part of this wave of change - following with interest - do not hold stock just a fascination with the technology and the brand positioning - style is vital for me given the assumption and proof that performance is a reliable given - Hence the Audi choice, I consider the Audi to be a hybrid taking the best of Mercedes and BMW and blending them with a superior cabin finish
    2 Apr 2013, 05:41 PM Reply Like
  • patb2324
    , contributor
    Comments (94) | Send Message
     
    I've been in automotive supply chain and logistics my whole career. Tesla is in a good position and positioning yourself in the market cannot be overemphasized. Once the technical infrastructure stuff becomes a given, the styling geniuses will make this the issue and any other add ons or upgrades will come through the demand from consumers. There is quite a group of suppliers out there ready and willing to contribute to the Tesla styling package to make it more attractive to the consumer.
    3 Apr 2013, 11:38 AM Reply Like
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