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   Technology StocksTesla EVs - TSLA

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To: kidl who wrote (12371)11/11/2019 10:49:41 AM
From: Eric
1 Recommendation   of 15573

Sony didn't want to cross license.

I worked professionally in broadcast television at the time for PBS.



Most of the legacy vehicle manufacturers will go bankrupt.

They are falling further behind....


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From: Eric11/11/2019 11:11:23 AM
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Investor's Corner

Tesla (TSLA) short responds to Elon Musk’s invite with odd demands and side remarks

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To: Eric who wrote (12372)11/11/2019 11:21:26 AM
From: kidl
   of 15573
Most of the legacy vehicle manufacturers will go bankrupt.

No, they won't. Governments will have no choice but to support them IF and when it gets dicey for the financially already challenged. The currently healthy big boys will not only survive the EV wave, they will come out on top.

As I have said many times ... This isn't a 100m dash. It's a marathon.

PS: Don't misunderstand this comment. I am no friend of government subsidies / bailouts of any kind.

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To: kidl who wrote (12371)11/11/2019 11:22:17 AM
From: Savant
   of 15573
I've always thought recording length was the first consideration for the plebians…. I went with Beta for my first unit, I put up a 9 ft used satellite dish, for cheap, 24 hr free content in '84...and bgt a used Beta with 50+ tapes, for, *$50) as that person wanted the 2 hr format of VHS...I upgraded to Super Beta, for even better quality, for video & was cheap by then..later, also bought Super VHS, also used & cheap.
Eventually, went to DVD

For now, Tesla is winning the 'recording time' aka 'Range War' as well as superior performance...
As for legacy cos going BK...well, time will tell, but in the foreseeable future, most likely, not....certainly not all of them.

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To: kidl who wrote (12374)11/11/2019 11:23:49 AM
From: Eric
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It's quite simple.

We just don't need the numbers of vehicles that are on the road today.

Especially when autonomous vehicles take off over the next ten years or so.

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To: Eric who wrote (12373)11/11/2019 11:34:07 AM
From: kidl
   of 15573
Picking a fight with Einhorn is neither smart nor productive and Teslarati pointing out Greenlight’s UK fine is nothing but stupid as Musk / Tesla have their own history of SEC fines and have various ongoing major lawsuits. The old “Glasshouse” analogy comes to mind.

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To: Savant who wrote (12375)11/11/2019 11:59:26 AM
From: kidl
   of 15573
Savant: I too still own a Super Beta as well as a probably 25 year old Sony stereo system. It goes well with my love for classic cars. Indestructible quality and simplicity.

As for your Tesla comment ... No arguments here. We both see this as a “war” and not a battle. A crucial distinction which is why I view Tesla as a trading vehicle versus a long(er) term investment.

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To: kidl who wrote (12362)11/11/2019 1:44:53 PM
From: kidl
   of 15573
OT ... Anyone who believes that social media is productive just needs to pay attention to how the supposedly most powerful person on earth is using it.

Elon should use him in his defense of his own social media nonsense / slip-ups. Trump is making Musk look like a “saint”.

Trump Tweets 82 Times In One Day

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From: Eric11/11/2019 2:28:06 PM
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Tesla Autopilot detects and avoids family of ducks caught on video, owner says

Fred Lambert

- Nov. 11th 2019 11:44 am ET




A Tesla owner claims that Tesla Autopilot detected and avoided a family of ducks in the middle of the road and the whole incident was caught on the TeslaCam.

At a presentation about Tesla’s latest self-driving and computer vision capability earlier this year, Tesla Sr. Director of AI Andrej Karpathy said that they are currently working to identify and react to corner case scenarios that vehicles encounter on the road.

Karpathy says that they are pooling a lot of different rare events from their entire fleet of vehicles equipped with cameras in order to teach their Autopilot system to react to them.

With the release of TeslaCam, Tesla’s integrated dashcam feature, we are starting to see some more examples of these corner cases.

Earlier this year, we saw a video of Tesla Autopilot stopping for a rabbit on the road.

Now a Tesla owner claims that Tesla Autopilot managed to detect a family of ducks crossing the road and initiated the action to avoid them:
“In this video, the Tesla Model 3 autopilot detects a group of ducks crossing the highway and avoids them. The ducks survive!”
Here’s the video:

Near Miss - Tesla Model 3 Autopilot detects ducks crossing the highway

•Nov 11, 2019
39 4 Share

Kfp Prep

In this video, the Tesla Model 3 autopilot detects a group of ducks crossing the highway and avoids them. The ducks survive!

Electrek’s Take

Like the claims of Autopilot causing accidents, I like to take these with a grain of salt. Some owners are understandably not sure whether or not Autopilot initiated an action or not.

However, it does appear that Tesla is improving in detecting and avoiding objects on the road, which is a very important part of achieving full self-driving.

We have also recently noticed an increase in Tesla owners reporting Autopilot doing impressing maneuvers to prevent accidents.

A Tesla Model 3 owner claimed ‘Autopilot saved his life’ by swerving away in a near-miss on the highway and another similar incident was also caught on video earlier this year.

Later, we reported on a Tesla owner claiming that Autopilot saved his family from a crash in a near-miss caught on video.

The fact that Tesla introduced its TeslaCam feature also helps people record those events.

Unfortunately, due to the nature of near-misses, they will never be as popular as crash videos even though they are most-likely happening way more often.

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From: Eric11/11/2019 4:26:27 PM
1 Recommendation   of 15573
Buy Tesla Stock Because of 'a Clear Trend' of Cutting Costs --

11:04 AM ET 11/11/19

Related Quotes
4:00 PM ET 11/11/19
SymbolLast% Chg
Real time quote.

By Al Root

It's happy Monday for Tesla shareholders. Tesla stock was up 2.7% midmorning, against a 0.3% decline for the S&P 500.

Jefferies analyst Philippe Houchois raised his price target on the maker of electric vehicles from $300 to $400 a share and maintained his Buy rating on the stock (ticker: TSLA).

"Trend cost performance outweighs 10-Q concerns," the analyst said in a Monday research report. The so-called 10-Q is a company's quarterly financial filing with the Securities and Exchange Commission. It includes more detail than companies include in quarterly earning news releases. After filing its latest report, Tesla bears criticized some balance-sheet items -- such as accounts receivable and warranty accrual. "However, much of the negative commentary ignored a clear trend of cost performance," Houchois said.

Average Model 3 prices, for instance, have come down by $13,500 since the company introduced more-affordable versions of its new midsize sedan. Variable gross profit per unit, however, has declined by only $4,700, demonstrating solid cost control.

Included in the report from Houchois are base case, upside and downside scenarios, which are useful for investors to consider.

To justify the $400 target price, Houchois sees three-year average sales growth of 25%, based on higher Model 3 sales and a successful introduction of the Model Y, Tesla's smaller sport-utility vehicle. That means Tesla sales would be about $47 billion by year-end 2022, up almost 100% over three years.

What's more, he sees upside to $500 if sales grow faster and profit margins beat his expectations. On the flip side, Houchois sees $150 downside if production delays slow the company's march toward consistent profitability. Less profit would mean more capital raising. Tesla has relied on capital markets -- debt and equity capital -- to fund growth. The need for external funds is a big reason the analyst's upside-downside spread is $350 -- about 100% of the current stock price.

Houchois is unusual in that he is an auto analyst recommending Tesla stock. He also covers other car makers, including Ferrari (RACE) and General Motors (GM). Tesla is unique because it falls between analysts covering technology or renewable energy and analysts covering car makers such as Ford Motor (F) and GM. For the most part, car analysts don't like Tesla shares, while technology analysts do. Car analysts struggle with Tesla's valuation. GM and Ford both trade below 10 times estimated earnings. Tesla trades for about 65 times estimated 2020 earnings.

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