cwerdna
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Re: Official Tesla Model 3 thread

Sat Oct 07, 2017 1:39 pm

hyperionmark wrote:Congrats...you just wasted a lot of time. I didn't even read any of that. :)
What can I say? Tesla fanboy and "cult of Elon" based upon misperceptions.

Tesla is nowhere near diversified and them buying SolarCity, a $ losing business isn't particularly helpful.
Last edited by cwerdna on Sat Oct 07, 2017 1:43 pm, edited 1 time in total.

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hyperionmark
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Re: Official Tesla Model 3 thread

Sat Oct 07, 2017 1:41 pm

cwerdna wrote:
hyperionmark wrote:Congrats...you just wasted a lot of time. I didn't even read any of that. :)
What can I say? Tesla fanboy and "cult of Elon" based upon misperceptions.
Meanwhile...this fanboy will go count all the money he has made on the stock and will soon own an amazing car. I'm ok if that's my fanboy consolation prize. :)

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Re: Official Tesla Model 3 thread

Sat Oct 07, 2017 1:51 pm

^^^
Indeed. Many folks can participate in the shared delusion or just the stock's trend/momentum.

I've sometimes been kicking myself for not having any position in TSLA stock (thus not benefiting from the above) but nobody can predict the future. It could keep going up, taper off or all come crashing down. I've personally been in the stock market to see the .com boom then crash as well as 2008... I've personally taken quite a bit of pain from stocks that "should" go back up and "should" recover but never did.

From time to time, I have taken small positions in TSLA stock but don't hold it for long. I'm not crazy enough to short the stock. AGES ago, I have shorted a few stocks but lost way more $ than I've made. I've sworn off doing that any more. If I were to want to take a bearish position on a stock or ETF, it'd be thru options plays.

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Re: Official Tesla Model 3 thread

Sat Oct 07, 2017 3:52 pm

Value or worth of something is a matter of what the majority of people perceive it to be. Is gold really worth anything? Is your house worth as much as you think? I could go on...

What the majority decides to believe, they can make happen whether it's right or wrong, reasonable or not, or good or bad. Staunch belief about something is exactly what it takes to get through tough times. Sheer willpower is what many times separates the winners from the losers.

As a fanboy of electric transportation, I root for all of the companies that are being dragged in that direction and want them (all) to succeed in what I feel will be a better world. I have no problem with people pointing out the actual shortcomings or praising of products etc. It can possibly lead to change for the better.

Of the electric cars that I own, each brand has it's positive and negative.

Now which brand (of what I own) do I get more excited about driving?
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*Tesla Model S 61,000 mi
*2011 Leaf 2 bought 4/28/15 @ 24,000ish mi 12 bar (new lizard Dec. 2014 @ 22,273 mi) Now 35,485 mi

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Re: Official Tesla Model 3 thread

Sun Oct 08, 2017 7:46 am

hyperionmark wrote:Congrats...you just wasted a lot of time. I didn't even read any of that. :)
No reason for you to come to your senses now anyway.

I read it so the "waste of time" is simply perceptual. But then again, now you know how I feel about your comments. ;)
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hyperionmark
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Re: Official Tesla Model 3 thread

Sun Oct 08, 2017 7:52 am

DaveinOlyWA wrote:But then again, now you know how I feel about your comments. ;)
Good...at least the feeling is mutual. ;)

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Re: Official Tesla Model 3 thread

Sun Oct 08, 2017 3:56 pm

Someone recently spotted #521 in a group of 8 cars at the plant waiting for delivery. As the serial numbers are all over the place, it's clear that a lot of cars are Somone recently spotted #521 in a group of 8 cars at the plant waiting for delivery. As the serial numbers were all over the place, it's clear that a lot of cars are still needing extensive rework after coming off the line. When we start to see consecutive serial blocks of cars being delivered we can assume that real production has started. I'm not expecting that for another month or two.
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webb14leafs
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Re: Official Tesla Model 3 thread

Mon Oct 09, 2017 5:05 am

lorenfb wrote:
webb14leafs wrote:
Furthermore, now with the M3, they'll probably lose more money as the M3 will cannibalize sales of the MS.
Many new Tesla buyers will see little value in an MS for the additional cost versus a M3 and will buy the M3
resulting in less GP per vehicle for Tesla. Yes, the M3 is smaller but most who buy the MS rarely buy the
MS as a family vehicle like a CUV and are older buyers. Besides, why buy a MS with about the same range
and carry another 500+ lbs with a MS. Also, the M3 can be ordered with many of the same features as a MS.
This point is a very interesting conversation. I thought the same thing, but someone pointed out that it has been a successfull model for other luxury car manufacturers and shows that rich people will buy anything as long as it's expensive.

It seems logical that the 5-series BMW would cannibalize the 7-series, and the 3 the 5, but they don't. Each model represents a slight bump in trim-level, size and horsepower. Also, each one can be optioned out in a way that makes it more expensive than the next level base model. Makes no sense to me, but apparently it does to people who buy such cars.

Anyway, not saying you're off base at all - we'll have to see how it plays out - but there's a precedent for it succeeding.
Furthermore, trying to differentiate between the M3 & MS is not simply analogous to BMW with there models
(series 7/5/3) as one might initially think for Tesla. Both Tesla models can have:

1. dual motors (BMW offers different ICEs & 4 wheel drive per model)
2. air suspension (not offered on low end BMW models)
3. very similar ranges
4. very similar driving modes, e.g. autopilot, and upgradeable
5. pano roofs
6. basically the same display (inst panel) software, although smaller display (some may prefer) for M3

Many might find the MS body design old and out of style, given the newer look of the M3, e.g. similar to the new
iPhone 8/X (minor differences for some to the 7) and why some always prefer the newer one, besides it's cheaper.
It's always more impressive when you can park the latest Tesla next to your neighbor's old looking MS.

Come to think of it, the M3 is basically a replacement to most for the MS at a lower price!
I can't disagree with anything you're saying, but I'll belabor the point that most people who buy "luxury" cars don't care about all that stuff. They buy the 7 series because it's more expensive. A small number of people appreciate the features and performance of these cars, but most just buy it as a status symbol. That's the case with the current S model anyway. I live in South Florida where the Tesla to Leaf ratio is 10-1. I know several people who have one and they could give a crap about the technology or the environmental aspect of it.

You make a very good point about the model 3 hurting the S sales because it has more modern design and the S is starting to seem a little stale. This will be Tesla's biggest challenge. Releasing new models while keeping their current ones fresh. Also the ability to quickly respond to changing demands. The 2010 (I think) civic is a good example. Honda released it - it was a dud - and they released an all new design within one year. Tesla can't do that right now.

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EVDRIVER
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Re: Official Tesla Model 3 thread

Mon Oct 09, 2017 7:52 am

The S and 3 are very different cars. anyone that wants more performance and MUCH more room would need an S. The 3 is quite small and no where as functional space wise. I would not call the 3 more modern, the dash has a more minimalist design but saying the S is stale is a bit subjective, in fact many people prefer the S design. I frankly find the lines as more basic at least seeing them side by side. The s will have some changes in the future and will be segmented like any other car line.

webb14leafs
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Re: Official Tesla Model 3 thread

Mon Oct 09, 2017 10:11 am

EVDRIVER wrote:The S and 3 are very different cars. anyone that wants more performance and MUCH more room would need an S. The 3 is quite small and no where as functional space wise. I would not call the 3 more modern, the dash has a more minimalist design but saying the S is stale is a bit subjective, in fact many people prefer the S design. I frankly find the lines as more basic at least seeing them side by side. The s will have some changes in the future and will be segmented like any other car line.
Agreed, which is why I don't expect the 3 to cannibalize the S.

On the other point - The model S is 7 years old. I'd say it qualifies as "Stale".

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