Norbert
TSLA will win
While it's not a bad thing that they're making profit, I don't see how they can justify raising the price because of increased demand when they should really be raising the supply to meet the demand. Raising prices will only turn people who are 'on the fence' off from purchasing.
The only way I can see this making any kind of sense is if the new reserve holders will actually be purchasing a new and updated 2014 version of the model S. Not the same exact thing. Is Tesla going the rout of a new 'version' per year?
It makes sense in a demand/supply driven situation for example if they expect to be able to max out production capacity even with higher prices, and if expanding production would delay Gen III, which has much higher potential for both volume and profit.
In any case, the sales volume of Model S is likely to pale in comparison to Gen III, so the goal should be to maximize total profits so that investments in Gen III can be made sooner.