I'm not entirely sure Musk's desire to put batteries in every home is matreial to the purchase price of ZEN. While it can definetly add to demand down the road, there isn't even an announced product timeline, let alone a working product. I can see a company including electric car sales increasing YoY in their calculations for their bids, but I have trouble beliving that a company making a puchase order would include a premium based on assume demand for a market that doesn't exist.

-Garth