If they have the capacity to produce the battery en masse, which is doubtful given what they announced so far. Only Tesla and VW seem to be serious about this.
If Ford falls on it's face in battery capacity due to a lack of planning, it will be the biggest belly flop in years. They have to know they're sitting on a gold mine with this. At this moment, the game is theirs to lose. The Ford I know and love is likely to screw it up, unfortunately, now that Mulally is long gone.
