Stratasys (SSYS) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Stratasys (SSYS)

SSYS 9.840

-0.4%

Nov 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Stratajema who wrote (128)	6/30/1997 7:12:00 PM
From: Stratajema	of 316

I couldn't resist plastering one more message here. (I know there are investors lurking silently out there on this thread, I can feel it...really.) Check out this analyst's comments today: "John Duffy, an analyst for Fahnestock & Co, said the company did not ramp up manufacturing fast enough for its high-end new product, while sales of the previous key product dropped off more quickly than expected." While some line canabalization was to be expected with the introduction of the new high-end 8000 modeler, I am sensing the impact of canabalization was much higher with the 8000 than with the Genisys printer. The 8000 modeler was introduced in March and surely there was enough lead time to manufacture sufficient inventory. (I didn't see any specific mention of a problem like parts shortage from suppliers which can often occur around new product lines.) Perhaps customers are saying, 'Why pay $140K for an FDM 2000 when we can get an FDM 8000 for a little more.' Hey! Remember, these are my speculative comments so look at them as ideas to get ya thinking and not as facts. - David

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next