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Morgan Stanley is pumped over the Model X

Discussion in 'Model X' started by AnOutsider, Aug 6, 2014.

  1. AnOutsider

    AnOutsider S532 # XS27

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    http://www.streetinsider.com/Analyst+Comments/Teslas+%28TSLA%29+Model+X+Will+Make+Model+S+Look+Like+Chopped+Liver,+Morgan+Stanley+Says/9726688.html

    Some choice quotes:


    Hoping the sig value is there this time, though I'm sure it'll be around 125-130k out the door.

    Any idea what this car learning is?

     
  2. fengshui

    fengshui Member

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    Given the recent hires and emphasis on autonomous driving that Tesla has been working on, my guess is that they're going to put lots of secret hardware in the X to support future software for self-driving. They probably aren't there yet to announce that much immediately, but how they handled supercharging (putting the hardware in every Model S before the feature was announced), I hope they'll do the same with autonomous driving.
     
  3. ItsNotAboutTheMoney

    ItsNotAboutTheMoney Active Member

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    Everybody should be pumped over the Model X.

    Screw the falcon wing doors, it's the 4WD (and towing?) that makes the Model X a significant step forward in market coverage and a launching pad for the future.
     
  4. brianman

    brianman Burrito Founder

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    I'm probably just a pessimist but this sounds more like an artificial expectation from the shorts.
     
  5. 32no

    32no Member

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    I think they are right.

    If the Model X achieves a 0-60 time faster than 4.3 seconds (Porsche Cayenne Turbo S) then it will be the quickest SUV. If it will have more than 30 cubic feet of cargo space (all seats in place) then it will be one of the largest cargo carrier SUV (Subarban and the like don't count). Supposedly, the AWD and the low center of gravity will allow it to have a turning radius as tight as the Mini Cooper (per Elon Musk in the Model X introduction video), this also means the Model X will handle like a dream. Also the Model X will probably be a huge status symbol (especially in Asia) thanks to the Falcon wing doors.

    Edit: Forgot to add that it will be the safest car on the road!
     
  6. James Anders

    James Anders Member

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    Frankly, I hope they put zero effort into self-driving autonomous systems at the moment.
     
  7. Red Sage

    Red Sage The Cybernetic Samurai

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    Here's why I'm pumped:
    CURRENT U.S. MONTHLY CROSSOVER SALES
    Vehicle
    Monthly Sales Rate
    Porsche Panamera 400-500
    Porsche Cayenne 1200-1800
    BMW 7-Series 600-700
    BMW X5 2800-4400
    AUDI A8 350-480
    AUDI Q7 1200-1600
    Notice that in each case the Crossover outsells its Sedan counterpart by at least a 3:1 ratio? I believe much the same will happen between Model S and Model X. No, the Model X will not 'steal' sales from the Model S... It will just have a larger market of eager Customers.
     
  8. mkjayakumar

    mkjayakumar Active Member

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    Frankly I hope they put all resources to make sure that damn fancy falcon doors work flawlessly.

    If not they have shot themselves in the foot.
     
  9. kiefer

    kiefer Member

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    The are more than one reason why Q7 outsells the A8, but I can imagine that fact that the price tag of the A8 starts at 77.000 USD and the Q7 starts at 47.000 USD. So if the X will be 20-30.000 USD cheaper than the S, I can imagine it, will outsell the S with the same margin. But I can not imagine such a big difference in price for an S vs the X.
     
  10. flashflood

    flashflood Member

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    I really worry about that too. It feels eerily like a rerun of DeLorean.

    Years ago, I remember Ed Zander, then COO of Sun Microsystems, telling employees at an all-hands meeting that his goal was to be the first computer company not to go bankrupt doing gallium arsenide. (In the mid-1990s, everything was silicon, but it had limitations that GaAs would solve -- if only it weren't so problematic. Company after company tried and failed to make a general-purpose CPU out of GaAs.) Fifteen years later, Sun Microsystems sold itself to Oracle for pennies on the dollar.

    Some technologies just seem to kill everyone who attempts to use them. Of course, you could say the exact same thing about electric cars in general. Tesla is 1-0 by that count.

    But falcon wing doors just seem really problematic. I hope they have all kinds of sensors to make sure they don't open themselves into things. It's hard enough with normal doors.
     
  11. evmile

    evmile Member

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    I agree the falcon doors are an unnecessary risk.

    I own a Model S and I really think the moving door handles have plenty of issues. It is a bad idea to second guess when the owner want to open the door and particular you need to touch the front door handle to get the rear door handle to appear. Pure gimmick with plenty of downside. I doubt is anyone bought the car for this feature.

    The Falcon doors have several issues:

    1) No roof rack on an SUV when there is one on the sedan.

    2) Snow and ice will fall into the car when you open the door. Assuming the door is strong enough to break the ice.

    3) Lots of sensors will be needed to prevent accidents closing the doors. They will probably have occasional false positives since the risk of injury is high.

    4) Not clear how a manual override will work in the case of failure or accident.
     
  12. JST

    JST Active Member

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    Mercedes has used them successfully twice and they are still in business.

    The safety issues are not hard to solve. The SLS used explosive latches for rollover. Not sure you'd even need that if the window is big enough.

    As for sensors, I don't see why they'd be any different in implementation than the rear hatch on the Model S.

    I had the same kind of worries about snow and rain, but again the hatch on the Model S shows how you do it. Big drain channels are about all you need.
     
  13. evmile

    evmile Member

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    Any snow on the rear hatch will move forward onto the flat part of the roof.

    The flacon wings expose two edges of the flat roof full of snow. The snow will pour in from the front and rear flat part of the roof onto the rear passenger seats.
     
  14. Johan

    Johan Took a TSLA bear test. Came back negative.

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    You remove the snow before opening. Common practice before driving anyway when there's a lot of snow on the roof. Please don't rehash this discussion again.
     
  15. bonnie

    bonnie Oil is for sissies.

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    Let me know if this works. :) I predict a rehash.
     
  16. Johan

    Johan Took a TSLA bear test. Came back negative.

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    Ask me again in the winter of 2015/2016. I know you'll have your X way before I, but will you have any snow falling on it??? :)
     
  17. bonnie

    bonnie Oil is for sissies.

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    No snow if I get it in late spring, but definitely will have snow falling on it later in the year - still have lots of reason to be in Colorado during ski season.
     
  18. WarpedOne

    WarpedOne Supreme Premier

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    What about you DON'T open the doors until you've cleared off the snow?

    It is beyond me how anyone can live with sunroof or cabriolet. All that rain comming into cabin? They must all get wet and cold.
    I don't get how people manage to close the hood/bonnet before they drive. What if I tried to drive off without closing it? I'd run into things.
    I can't imagine anyone turning that big circular thing in the middle of the cabin to tell the car where to go. What if I turned it wrong, the car would not go in the right direction.

    One is considered to be grown-up person when he can predict the consequences of his actions. When consequences don't look good, you don't take the action.
    Bee-jezus!
     
  19. flashflood

    flashflood Member

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    Let's just cut to the chase. I hereby compare falcon doors to Hitler.
     
  20. WarpedOne

    WarpedOne Supreme Premier

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