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tomfrompv

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  • Tesla's China Dreams May Be In Trouble [View article]
    Frank,
    Re: "Just because I have a different opinion than you does not mean I am lying.
    I am not a dishonest person. "

    You're talking to PeterJA. Thats part of his schtick - every opinion that disagrees with his gobsmacked view is a lie.

    Here's an analogy. Imagine you have entered a city of religious zealots who all share the same extreme fundamentalist view. You then stand on a soap box and exclaim you're skeptical of their belief.

    Of course you will be called a liar or fool or whatever. Its expected.
    Aug 20 01:00 AM | 1 Like Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    Mavi,
    And I already told you that Mercedes or Bentley or Maserati are NOT relevant here. The whole point of TSLA at $260 is that bulls have convinced themselves Tesla will be able to build a $35K, long range BEV.

    So no one cares about Mercedes being as inefficient as Tesla on their $100k+ cars.

    What matters is how they compete against companies that make cars in $35k area. In a word: they don't.

    Frankly, I've yet to hear a rational explanation of how Tesla WILL EVER be able to build cars the way Nissan or Toyota does it. I hear plenty how pessimistic or stupid I am in not seeing it. But no one has ever laid out the financial case - money to build thr GF, expand the Fremont assembly line, design a high volume assembly line, and on and on.
    Aug 20 12:48 AM | 2 Likes Like |Link to Comment
  • Tesla Motors has 500M reasons to build the Gigafactory in California [View news story]
    lithium,
    Re: "What IS interesting, in my opinion, is that "steel has been ordered".

    And a reference or link to that is?
    Aug 20 12:35 AM | Likes Like |Link to Comment
  • Tesla: Poised To Miss Overly Sanguine Guidance [View article]
    stainless,
    As near as I could tell from your rambling comment is that you agree with those who share your view on Tesla and think everyone else is either mentally ill (paranoid) or fools.

    Again, you've calibrated yourself for the rest of the readers here. Thats a good thing as it saves time.
    Aug 20 12:30 AM | Likes Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    Peter,
    Again, if you prefer to look only at a narrow range to justify your weird perceptions, that's perfectly OK. The problem is that you seem to think the average person agrees with your perceptions.

    Look, I totally mis-read your utter faith in the infallibility of Elon Musk. I had thought there was still a small bit of skepticism in your view. I was wrong about that. Even when Musk promises to do something, but doesn't - you don't fault him. It was still a "promise" - unkept for sure, but still a promise to the booster.

    I guess you look at sales figues the same way. Nissan, Ford, GM, et al, routinely ramp up production rates far exceeding those of Tesla - and in 6 months or less. But obviously, you think tripling production on one model over years is "unheard of". And it is, in that weird world of the Tesla booster.

    Meanwhile, Tesla sells less than 0.1% of the global market. But they're eating everybody's lunch, in your world!
    Aug 19 02:39 AM | 1 Like Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    Peter,
    I guess if you think selling 18,000 cars in a year is eating the lunch of Mercedes, who sold over 300,000 in the same year -- well OK!

    All I've saying is that Tesla boosters live a weird world. With weird perceptions of reality. They include this definition where "eating someone's lunch" means not coming close in sales. Objective people would say something like "good start" or "surprising number" or even "better than expected". But "eating the lunch of auto-makers", nope. Not even close in the non-Tesla world.

    We've had many discussions like this. You think clearing sage brush on a lot owned by somebody else is a "factory groundbreaking", for example.

    The best part is that other readers are able to calibrate your other comments.
    Aug 19 12:33 AM | 1 Like Like |Link to Comment
  • Tesla: Is The 'Bubble' About To Burst? Shorts Will Finally Be Rewarded [View article]
    You guys should do some reading about Tesla on Glassdoor or similar site. The corporate values seem to be helter-skelter workplace punctuated by moments of absolute chaos and panic. Tough work environment. OTOH, if you can stick it out, the pay is excellent and Tesla looks great on the old resume.
    Aug 18 10:19 PM | Likes Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    Re: "It's because Tesla started from nothing, yet is eating the lunch of "big guys" that produce dozens of models and millions of cars per year. That doesn't happen every day."

    Peter provides an insight into the weird world of Tesla boosters. In this world, "eating the lunch" of competitors is defined by selling less than 0.1% as many cars! I wonder how he would define Toyota's success with the Prius? "Eating the breakfast, lunch, dinner, and late-night snack"?
    Aug 18 10:09 PM | 2 Likes Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    Peter,
    What you DON'T seem to comprehend is that every major auto maker ramps up production rates on cars. A "tripling" (using your math) over the course of 18 months is actually quite slow for real manufacturers. The big guys run a model for a 2 year cycle, going from 0 to max production in 6 months or less. After 18 months the refresh or new model is underway.

    If you drop the snark and open your mind, you would see that Tesla is a tiny, inefficient manufacturer of 1 car model. It has a 3,000+ workforce at the Fremont factory and barely puts out 35,000 cars this year.

    In TN, 7,000 Nissan employees shove out 550,000 cars, 6 separate models, ranging from the Leaf to the Infiniti SUV.

    I don't understand why anyone would think Tesla producing 50,000 copies of 1 car model after 3 years of investment is a big deal.
    Aug 18 05:29 PM | 2 Likes Like |Link to Comment
  • Tesla Motors has 500M reasons to build the Gigafactory in California [View news story]
    Somehow, the Lithium2014 story doesn't come across as credible. What were those restaurants? And given the size of the Industrial Center, there are no other "excavations"?

    The Reno Gazette was all ober the story when things were happening. Nothing reported there recently though.
    Aug 18 05:07 PM | Likes Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    arondaniel,
    The thread has been about a lot more than just divorce. And there is quite a bit more not covered here.

    The guy is no saint, as many boosters seem to think. His personal behavior is just like every other wealthy CEO. No more, no less.
    Aug 18 01:07 PM | 1 Like Like |Link to Comment
  • Tesla: The One Major Item That Concerns Me [View article]
    RE: "If you don't have any position, you probably dont have any business writing about TSLA "

    I'd like to hear a logical case for that statement.
    Aug 18 12:57 PM | 1 Like Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    Lensman,
    The story of Musk's treatment of his first wife is available on-line and everyone should read it before putting this guy on a pedestal. I don't see you denying any of it, probably because you've seen the stuff already.

    As a booster, you are expected to be upset over hearing the facts. Just as its expected for you to trash competitors of Tesla.

    Bottomline. Musk is a wealthy CEO. His personal behaviors are no different than any other wealthy CEO.
    Aug 18 03:06 AM | 1 Like Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    Lensman,
    Again, you miss the point. Musk's carefully worded message promises nothing. All it says is that its possible for Tesla to put out 2,000 cars in last week of 2015. That would be the 100k annualized rate.

    Musk's message also makes it clear they may not achieve that rate thru no fault of his.

    Look, the factory is supposedly putting out 1000 cars per week now, after the upgrade. Or a 50k annualized rate. Peter thinks 100k is nearly triple 50k, apparently.

    The point is, in summary, Tesla may or may not double their production rate by the end of 2015 - it all depends on how well the company executes and how good the economy is.

    Can't every company make similar claims using those same two excuses? Of course. I just don't get why you boosters are so gobsmacked by this guy. Can anyone shed light on the booster love fest with Musk?
    Aug 18 02:58 AM | 3 Likes Like |Link to Comment
  • Tesla's China Dreams May Be In Trouble [View article]
    Lensman,
    Nope, only the boosters can see wisdom in this strategy of clearing an acre of sagebrush in Nevada and calling it a "groundbreaking". And then stopping development, expecting the world to come forward and hand over money.

    Lets say the sagebrush was cleared this week. Would it have made any difference? Of course not, the site is idle. The whole thing reeks of PR for the earnings.

    Musk knows his audience. He realizes the boosters don't apply critical thinking and can be counted on to swallow everything. And even defend silly demonstrations like this. Or the battery swap. Or Hyper loop. Its like the gullibility tank on you guys is bottomless.
    Aug 18 02:48 AM | 4 Likes Like |Link to Comment
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