What would you consider unconfirmed vs confirmed? Our own ggr confirmed his delay.Wouldn't it be better to not discuss unconfirmed delays on this thread?
You can install our site as a web app on your iOS device by utilizing the Add to Home Screen feature in Safari. Please see this thread for more details on this.
Note: This feature may not be available in some browsers.
What would you consider unconfirmed vs confirmed? Our own ggr confirmed his delay.Wouldn't it be better to not discuss unconfirmed delays on this thread?
What would you consider unconfirmed vs confirmed? Our own ggr confirmed his delay.
I meant publicly confirmed by Tesla in a blog post or twitter post or something. Also, we don't know yet if this issue will impact the stated goal of 5,000 deliveries this year.
Wouldn't it be better to not discuss unconfirmed delays on this thread?
This is something I'm a bit concerned about. 5k looks very hard to hit with the delays, yet Tesla is contacting folks near P5000. I'm fearing a big squeeze between actual production rates and expectations set by all these folks being contacted is going to result in an explosion of grumpy reservation holders as we approach the end of the year.Also obvious, at least to me, is that 5,000 cars in 2012 is now a pipe dream. We see why Elon was trying so hard to downplay that number.
Seems to me if there is a supply problem with a door handle, they can continue building cars and finish the door handles when the parts arrive. Since their current build rate is below the target finishing and delivering these cars should not be terribly hard to manage.
Also obvious, at least to me, is that 5,000 cars in 2012 is now a pipe dream. We see why Elon was trying so hard to downplay that number.
I think all the cars that have been delivered already, basically the Founders and the few SSLs that have been delivered, will need serious retro-fitment with the replacement parts. Tesla simply cannot afford to have too many of those, hence the delivery stoppage.
So I have this mental picture of a bunch of almost-but-not-quite-perfect cars, piling up in a corner of the factory, waiting for certain parts of acceptable quality to arrive, and sometime soonish, there will be a trickle, then a flood, of deliveries. Maybe they won't make the 5000 number, but the market seems to think 3000 is an acceptable number.
Maybe they won't make the 5000 number, but the market seems to think 3000 is an acceptable number.
This is something I'm a bit concerned about. 5k looks very hard to hit with the delays, yet Tesla is contacting folks near P5000. I'm fearing a big squeeze between actual production rates and expectations set by all these folks being contacted is going to result in an explosion of grumpy reservation holders as we approach the end of the year.
Switching topics: I'm surprised that they have contacted well past P5000 already. I wonder if that is a symptom of a lot of people deferring for 2013 options like the regular suspension and Sunset Red.
I'm struggling with whether to dump my shares and wait for the delay to hit the news and rebuy at a better price. I am not a big fan of averaging down.
Should we consider the TM forum as having broke the news? Seeing as were down already about half a point, those who care to know, probably already do.
....Tesla's getting better visibility into the supply chain requirements and is also locking in the $5k now-non-refundable deposit.
Switching topics: I'm surprised that they have contacted well past P5000 already.
Seems to me if there is a supply problem with a door handle, they can continue building cars and finish the door handles when the parts arrive. Since their current build rate is below the target finishing and delivering these cars should not be terribly hard to manage.
So I have this mental picture of a bunch of almost-but-not-quite-perfect cars, piling up in a corner of the factory, waiting for certain parts of acceptable quality to arrive, and sometime soonish, there will be a trickle, then a flood, of deliveries. Maybe they won't make the 5000 number, but the market seems to think 3000 is an acceptable number.
I'm already a tad grumpy (Sig 92 - originally told September, possibly very late August - just last week -"maybe six weeks") and its not the delay, but that I feel headquarters is jerking me off about timing and refusing to discuss the issue with any specificity. I couldn't even get someone to respond to a phone call and an email until I called back and made my annoyance known. While I understand some employee hyper focus on the stock price, I see this all the time in business. It is ALWAYS better to be up front with customers - even if you have bad news to relay - than to delay and obfuscate. People will graciously handle all sorts of unexpected or bad news if they feel informed and that the deliverer is making its best efforts to be up front and to correct the issue. IMO, they are making a mistake for reasons I've discussed previously - the early adopters spending $100k are their biggest evangelists and nobody wants to tout a company where they feel that company is ignoring them or worse, misleading them.