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Technology Stocks : 3D Printing

DDD 2.225

-1.1%

Nov 7 9:30 AM EST

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To: y2kate who wrote (439)	4/29/2014 6:34:29 PM
From: deeno	of 902

" DDD is still the market leader" But a leader to what. the earnings highlighted the continued harsh margin pressure. The stated plan seems to be market share. Im not sure thats the space you want in a blooming industry. SSYS seems more in tune with a higher priced quality rather than market share, but the next earnings report ought to see if they walk the walk as well as they talk it. I own them both from IPO days, but am leaning more toward the Apple approach rather than the Dell business plan at this part of the marketing cycle. QCOM was 1000's of posts expousing GSM vs CDMA. the 3-d industry hasnt been around long enough to recruit 2 well entrenched, fairly intelligent, hard core contingents (radical in some cases). DDD vs SSYS may evolve that way someday, but for now there is enough pie for everyone. Best comparisons would be RFID, Solar and LED. RFID kinda fizzled, Solar is finding a second wind and LED continues to gasp for some profits. I see 3-d following the same curve. OK your turn, bring us some of that good old fashion SI analysis. whatcha got?

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