Bob Lutz, car-guy-to-the-max, former VP of GM and Chrysler, with time at BMW before that, wrote this recent article --
http://www.roadandtrack.com/car-culture/a26859/bob-lutz-tesla/
The opening paragraph is gloomy:
Tesla's showing all the signs of a company in trouble: bleeding cash, securitized assets, and mounting inventory. It's the trifecta of doom for any automaker, and anyone paying attention probably saw this coming a mile away. Like most big puzzles, the company's woes don't have just one source.
and the prognosis goes downhill from there mentioning competition from Audi, the lack of enough dealers to attract more buyers and other problems.
(Score: 0) by Anonymous Coward on Friday October 30 2015, @03:49PM
"Insanely long" relative maybe to the sales of other EVs. But the amount of reservations they have is a fraction of 1% of the total sales of any other successful car model.
(Score: 2, Insightful) by Anonymous Coward on Friday October 30 2015, @04:09PM
This kinda reminds me of iphone. It wasn't something to be taken as a serious competition. At least according to the official competitor propaganda..
(Score: 0) by Anonymous Coward on Friday October 30 2015, @04:21PM
Except that the iPhone outsold its contemporaries when it was first released.
(Score: 0) by Anonymous Coward on Monday November 02 2015, @09:19AM
That was a single device carrying the weight of the whole platform - it doesn't need much sales to show up as a peak in the graph against manufacturers who put out a dozen devices each month. Especially if you restrict the data to its best-selling market.
(Score: 3, Insightful) by mth on Friday October 30 2015, @04:16PM
If there is any waiting list at all, that contradicts the "mounting inventory" statement from the article.
(Score: 0) by Anonymous Coward on Friday October 30 2015, @04:23PM
Not really. They have a waiting list for models not yet released which doesn't then mean they can't have a backlog of inventory for models they are currently making.
(Score: 2) by Lunix Nutcase on Friday October 30 2015, @04:25PM
Not really. If I'm in the waiting list for a Model X how would that preclude having mounting inventory of Model 2s?
(Score: 2) by Lunix Nutcase on Friday October 30 2015, @04:42PM
Obviously that should be Model *S*
(Score: 2) by captain normal on Friday October 30 2015, @07:30PM
Tesla carries no inventory. All cars are ordered online, then built to order.
Everyone is entitled to his own opinion, but not to his own facts"- --Daniel Patrick Moynihan--
(Score: 2) by Lunix Nutcase on Friday October 30 2015, @08:51PM
Not true. They sell cars from inventory both new and pre-owned.
(Score: 0) by Anonymous Coward on Friday October 30 2015, @04:43PM
How so? How would being in line for a Model X have any effect on the inventory backlog of the Model S?
(Score: 2) by mmcmonster on Friday October 30 2015, @08:52PM
I'm curious about the mounting inventory issue.
From what I understand, it's still 1-2 months for a Model S delivery, suggesting they have no inventory on them either.
You certainly are getting a custom build when you order the Model S, not looking at their inventory and picking something that is close to matching what you want in options.
Where is this mounting inventory?
(Score: 2) by Lunix Nutcase on Friday October 30 2015, @08:58PM
You can buy inventory cars. You can even find posts about people talking about it.
(Score: 2) by captain normal on Friday October 30 2015, @07:28PM
Yeah...and just how many Dodge Vipers have you seen on the streets?
Everyone is entitled to his own opinion, but not to his own facts"- --Daniel Patrick Moynihan--