My comment to that Seeking Alpha article is currently the last one of 204. Since you may not otherwise get to it, here is a copy:
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Without getting into counterarguments for all of the oft-repeated FUD presented by the short selling author, I'll simply note that a company that does not advertise relishes every bit of publicity. If Musk gets in the news for taking on a liar or a fool, it is an eventual benefit.
I retired as the host of a financial TV news program in 2003. Until late January of 2013 I had never heard of Tesla Motors, the Model S or Elon Musk. When provided with a tip by a former guest on my program, I did thorough research. I was especially interested in the manner in which FUD was being spread. I bought a significant number of shares at less than $38 each. A few weeks later the Broder affair took the stock down a bit. It then moved up when the company was able to prove what Broder had done with the car. The stock has generally been on a tear ever since, although not without hiccups. For the larger corrections I had written covered calls, resulting in cash I was able to keep.
Now it's over a year since I learned of Tesla Motors, and still the majority of people that I run into here in Chicagoland are either unaware or vaguely aware of the company and its cars. Sure, those who've been following financial news in recent months have heard of it, but most people do not follow the financial news. An intelligent electrical contractor did work in my home last week. I asked him if he were aware of Tesla. "Sure", he replied, "Nikola Tesla was a great electrical engineer." But he knew nothing about Tesla Motors or the Model S.
In the US the Model S is essentially selling on word of mouth that begins in California. Once production ramps up sufficiently, the company will advertise. Then you can forget any talk about orders plateauing.
Tesla Motors is disrupting established oil and automobile industries as it leads an electric car revolution that its competitors are reluctant to follow. Don't be surprised if in a few years it becomes the world's largest and most profitable car manufacturer and battery producer. Investors today are paying for only a small part of that potential, and wisely are not evaluating its business by the metrics meant for ICE-age automakers.
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