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Strategies & Market Trends : The New Economy and its Winners

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To: Doren who wrote (57163)7/2/2014 11:02:25 AM
From: Bill Harmond   of 57684
 
Short interest in DDD has been 30%+

02-Jul-14 06:42 ET In Play3D Systems: Can the rally sustain? - RBC thinks so (63.46 ) : RBC remains comfortable with their long-term thesis that DDD and the broader 3D printing industry (also mentions SSYS) are at the cusp of seeing acceleration of organic growth. For DDD specifically, they think momentum from new product launches, contribution from recent deals and better demand trends should enable upside to June-qtr and CY14 expectations and enable the co to achieve its FY15 rev target ($1.0B in sales). They also had the opportunity to check with 3D Systems on the recent articles that DDD canceled out of a competitor conference. Their sense isDDD had "tentatively" scheduled to attend the conference and due to management conflict (recall they are going through CFO transition) they elected to not attend the conference.
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