October numbers, 2019

bwilson4web

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We both agree Tesla has a 3-month, production cycle each quarter. My hypothesis:
  • 1st month - review lessons learned from 3d month of previous quarter. Tweaks to production are implemented which often means the lines are down as needed.
  • 2nd month - renewal of production getting sources notified of the impending production surge.
  • 3d month - balls-to-the-wall, production benchmark. This is not only for revenue but to identify production limitations.
Bob Wilson
 
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