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Shortage of 911s? ...sales figures tell the tale.

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Old 01-06-2022, 03:04 PM
  #61  
DNSGT3
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Originally Posted by icanthelpit
Point is DMV is not the gospel. Get real if you think it is here in the US. We aren't a socialist country although some would like to have it that way. Keep drinking the Kool-Aid where you are.
The point is what you brought up is useless and immaterial to the discussion here. You don't need to show up and criticize people for the sake of criticizing people. Stop wasting people's time my friend.
Old 01-06-2022, 03:08 PM
  #62  
icanthelpit
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Originally Posted by malba2366
Yeah sure, fake news...just like COVID and the 2020 Presidential election are fake news to you and the rest of the good ol boys in Tennessee....
Good hijack. Who are the rest of "the good ol boys in Tennessee"? Sounds a line from a song.

Last edited by icanthelpit; 01-06-2022 at 03:44 PM.
Old 01-06-2022, 03:30 PM
  #63  
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Originally Posted by DNSGT3
The point is what you brought up is useless and immaterial to the discussion here. You don't need to show up and criticize people for the sake of criticizing people. Stop wasting people's time my friend.
The point of DMV information not being gospel is not critical of anyone or fake news or immaterial. Your statement " Would that be a material number to change the story here?" . The story here is it is a load of crap folks spouting Porsche inflates sales. To what end would this serve them? Stay on task.

Last edited by icanthelpit; 01-06-2022 at 03:40 PM.
Old 01-06-2022, 03:43 PM
  #64  
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Originally Posted by ipse dixit
I believe that would be one of the Big 4 accounting firms, not the DMV.
Can't help it. I'm back. Could be one of the Big 4 accounting firms, no first hand knowledge. I am certain it is a 3rd party.
I can only speak to one domestic manufacturer that it's DMV data being used during sales performance evaluations with dealerships.
I have participated in the meetings.
Old 01-06-2022, 03:47 PM
  #65  
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Originally Posted by icanthelpit
I disagree. Cars do not have to be resistered. Many collectors do not register their collection's cars. Just have to register to legally get tags. Nice try.
Disagree back. Data is based on title being issued, matters not if the vehicle was registered and plates issued or not. Nice try back.
Old 01-06-2022, 04:59 PM
  #66  
Carlo_Carrera
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The back forth of ideas is all good. Please refrain from personal comments. Thanks.
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Old 01-06-2022, 06:32 PM
  #67  
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Originally Posted by Jim Wilke
The Audi version is better looking.

yeah I used to think that too. I've started to see a bunch of the audis around the streets of LA though and they look pretty plain and blend in on the streets. Taycan really has an interesting presence on the road. Still like the Audi but now that I've seen tons of both in the flesh I think the P-car maintains a bit of an edge.


and all I care about on topic is that I want a Targa4S, would HAPPILY pay MSRP, and can't get one right now. So yeah... looking at those numbers I'd say demand is crushing supply right now with supply being relatively average.
Old 01-06-2022, 06:47 PM
  #68  
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Originally Posted by inthesticks
ADM's may eventually go away... but today's ADM could be tomorrow's MSRP, as prices will likely increase to match inflation. So those refusing to pay a 10k ADM now, may end up paying that anyway as MSRP when they finally get an allocation.
Some amount of ADM will be offset by a MSRP increase. And you are waiting for the car, maybe significantly so.
Old 01-06-2022, 06:56 PM
  #69  
dhirm5
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Originally Posted by inthesticks
ADM's may eventually go away... but today's ADM could be tomorrow's MSRP, as prices will likely increase to match inflation. So those refusing to pay a 10k ADM now, may end up paying that anyway as MSRP when they finally get an allocation.
You might think so, but the same hasn't happened in the GT line, where ADMs of 20k+ have long been the norm, but the MSRPs aren't moving up to match the prices people wind up paying. If MSRP does go up on, say, the 994(?) GT3, the ADMs will just be added to that new MSRP.

I don't believe the ADMs have anything to do with market forces. With any limited release product -- keep in mind supply is artificially constrained on GT cars -- you will have this phenomenon. Look at stockx.com - limited sneaker releases, lego sets, on and on.
Old 01-06-2022, 07:08 PM
  #70  
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Originally Posted by dhirm5
You might think so, but the same hasn't happened in the GT line, where ADMs of 20k+ have long been the norm, but the MSRPs aren't moving up to match the prices people wind up paying.
I read it as suggesting the possibility of MSRP increases in light of exigent inflation, as an exception to Porsche's price strategy as evidenced, historically by GT cars and ADMs...


Old 01-06-2022, 07:39 PM
  #71  
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Originally Posted by null
I read it as suggesting the possibility of MSRP increases in light of exigent inflation, as an exception to Porsche's price strategy as evidenced, historically by GT cars and ADMs...
Yes. Market forces could very well drive up MSRP, in which case paying an ADM today vs MSRP in 2023/24 could amount to a similar cost
Old 01-12-2022, 05:42 PM
  #72  
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Apparently there was no chip shortage nor supply chain issues at Porsche AG in 2021. Global sales were an all time record.

https://www.motor1.com/news/560186/p...rd-sales-2021/
Old 01-12-2022, 06:27 PM
  #73  
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Originally Posted by Carlo_Carrera
Apparently there was no chip shortage nor supply chain issues at Porsche AG in 2021. Global sales were an all time record.

https://www.motor1.com/news/560186/p...rd-sales-2021/

All that tells us is that Porsche sold over 300,000 cars which is an 11% increase over the prior year. What you don't know - and what you need to know to conclude that there was no effect of the chip shortage - is how many cars had they budgeted to produce and sell. Did they have a chip shortage? If they did, how many cars would they have sold if they did not have the shortage. You can't simply take one fact - an increase of sales - and conclude that Porsche was not affected by the chip shortage. They may not have been, but this article does not support that they were not. And if they were not affected, why were they delivering cars without second keys and without functioning options like power adjustable steering columns? Just for ****s and giggles?

I know you love your conspiracy theory but you need to start looking at things on more than one dimension.
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Old 01-12-2022, 06:49 PM
  #74  
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Originally Posted by Drew46
All that tells us is that Porsche sold over 300,000 cars which is an 11% increase over the prior year. What you don't know - and what you need to know to conclude that there was no effect of the chip shortage - is how many cars had they budgeted to produce and sell. Did they have a chip shortage? If they did, how many cars would they have sold if they did not have the shortage. You can't simply take one fact - an increase of sales - and conclude that Porsche was not affected by the chip shortage. They may not have been, but this article does not support that they were not. And if they were not affected, why were they delivering cars without second keys and without functioning options like power adjustable steering columns? Just for ****s and giggles?

I know you love your conspiracy theory but you need to start looking at things on more than one dimension.
The only dimension I need to look at is that Porsche sold a record number of vehicles last year. And the increase over previous records was large and inline with previous increases.

You can thrown into the mix all the "truther" stuff you want. The numbers don't lie, and note I didn't list 2020 so the pattern could be seen without interference from lockdowns.

2021 - 301,915
2019 - 280,800
2018 -
256,255
2017 - 236.000
2016 - 237,778
2015 - 225,121


2020 - 272,000

Last edited by Carlo_Carrera; 01-12-2022 at 06:55 PM.
Old 01-12-2022, 07:05 PM
  #75  
Drew46
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Originally Posted by Carlo_Carrera
The only dimension I need to look at is that Porsche sold a record number of vehicles last year. And the increase over previous records was large and inline with previous increases.

You can thrown into the mix all the "truther" stuff you want. The numbers don't lie, and note I didn't list 2020 so the pattern could be seen without interference from lockdowns.

2021 - 301,915
2019 - 280,800
2018 -
256,255
2017 - 236.000
2016 - 237,778
2015 - 225,121


2020 - 272,000

Indeed, the numbers do not lie. But they also do not support your argument. I haven't said you were wrong (I think you are but have no facts to prove it), just that you haven't established that you are right. But I don't expect you to be able to see that so I won't waste any more time trying to explain it.


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