It'd be nice to hold $250. Not sure it will unless there's a tweet with a second garage door and a different set of lights peeking out. then Twitter and stock would explode!
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Introducing a dual motor for Model S does not make sense at this time. It would mess up the Q4 2014 guidance. Since you have to deliver 13,000 Model S in Q4 to meet 2014 guidance, there is no room for error. You have to think some people in the queue for the model S would prefer the dual motor over a single motor. What happens to those people? They would not be happy customers if they do not have a choice to switch to the dual motor.
What if it's retrofittable? The microwave has always been speculated as being a place for another motor, or the battery swap, which now we know the battery swap is out of the picture.
I am sure customers who are not already in production would be able to switch their order and give Tesla even more money for this option since it will likely cost an arm and a leg. I am going out on a limb and going to say that the Dual Motor option by itself will cost 10k at least, and will likely be something where you must already have the Performance model in order to get.
That makes sense if the dual motor was available immediately but I doubt it is. What if TM says you have the option but we can't deliver until 2015. Some in the queue will then have to wait until 2015 and Q4 guidance will be missed. Like I said there's no room for error in Q4, introducing a dual motor for Q4 to me seem like a recipe for a Q4 guidance miss.
That's the nature of the beast. When it's not like that is when you have a bubble or a crash. Be happy it's neither a bubble nor a crash.Seems like it hasn't made up it's mind about this whole thing since it was positive, then negative, and then positive, and now currently negative again... I hate bi-polar stock markets... haha!
Because demand is so weak that if they lose some orders to deferral then they won't be production constrained? I'm not getting it.Like I said there's no room for error in Q4, introducing a dual motor for Q4 to me seem like a recipe for a Q4 guidance miss.
That makes sense if the dual motor was available immediately but I doubt it is. What if TM says you have the option but we can't deliver until 2015. Some in the queue will then have to wait until 2015 and Q4 guidance will be missed. Like I said there's no room for error in Q4, introducing a dual motor for Q4 to me seem like a recipe for a Q4 guidance miss.
...Because demand is so weak that if they lose some orders to deferral then they won't be production constrained? I'm not getting it.
The product is available immediately. I'm willing to bet this management is smart enough to have worked through all the risks and logistics. This is why they pushed out so many deliveries last month and are announcing D right now at the beginning of the quarter. They've added a second production line with D in mind. They can handle whatever fraction of D orders there may be, upto 100%. Any work in progress that is subject to an abandoned order can be completed and can be moved into the loaner service fleet or sold within the quarter. Sure there are a lot of moving pieces, but this management team can pull it off.Well, they have said they can modulate demand more or less at will, which means they do that. They don't have an endless order book that stretches out 4+ months. At a minimum the factory would be disrupted. Cars that were done, in progress or in part-kitting would have owners calling to defer. Even if they were able to move less particular customers up in line it would cause some inefficiences, and if they were running super tight to make guidance it would be a risk. Why do that when you can just wait to announce the product when it is available immediately?