So two companies with great potential. One (Solar City) has a problem convincing investors and is exposed to wide fluctuations and the other (Tesla) is pretty good at managing expectation and enthusiasm in the market. So I guess the idea here is to limit exposure in one of them by absorbing it in another. Might work but goes counter intuitive to the idea that I always thought was the most important in Musk companies: Focus. Focus on delivering one main value. Hope this works out.