I'm making a few assumptions that certainly could be very wrong:
1) That the mainstream car buyer would only look at the 85kWh configuration as viable when cross-shopping, and thus the Model S is effectively a $70-80k car. That's why I excluded cars priced under $80k (removed the 1-,3-, 5-series from BMW's sales). I think Robert.Boston made a great point, though, that people looking at $60k cars might be convinced to move upward in price.
2) That, as a relatively new car and car company, awareness of Tesla and the Model S is relatively low. In their favor, the awards and press is certainly helping to build awareness. The stores help, as do cars on the road of course. On the other hand, BMW and MB have decades of history, millions of units sold, and are established brands. Lexus has done well in its two decades of existence, but it's part of Toyota, so the resources were there from the start (and Lexus still doesn't sell much in Europe AFAIK). So I'm making an assumption that over the next few years, Tesla will derive 50% or more of the Model S sales in the US because I'm assuming awareness is higher here. Again, I could be very wrong as I don't have a sense for awareness outside of the US. The Chinese apparently love Buick, so who knows what is possible :tongue:
Anyway, we'll find out a lot in the next 6-12 months. I do want Tesla to succeed wildly.