[jcranmer]

> The other official reason is battery pack issue (could be related to welding, who knows). Again Battery pack is their defacto business, Tesla is essentially a big battery pack strapped into a car. They know how to put batteries better than almost anyone else in the market - if anyone can bounce back from this setback quickly - it's Tesla.

What you're saying here, in short, is "They're having issues in their core competency. Since it's their core competency, it'll obviously be fixed soon." Phrased in such general terms, it's actually not reason to be optimistic about Tesla's future.

[pavs]

I could very well be wrong. Since we are all guessing here, my guess is as good as yours or anyone (who is not an insider and sharing the whole story).

[Fjolsvith]

How many other auto makers have a core competency in battery production?

How much faster would Ford or BMW ramp up battery production?