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Technology Stocks : Stratasys (SSYS)
SSYS 9.450-4.0%3:59 PM EST

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To: Brian VanHiel who wrote (92)3/2/1997 11:45:00 AM
From: Stratajema   of 316
 
Brian. Thanks for the response. I thought I read somewhere that SSYS's new Genisys modeler overcomes some of the set-up steps of the FDM machine and is in general easier to use. This is something I will need to confirm.

I think SSYS's stock price needs to hold $19 or it will head to a new support area of $17. (I will wait for the $17 range before re-entering the stock.) I believe the stock would be in the mid-to-upper $20's if not for their statement that earnings will be impacted by higher R&D expenses in the first two quarters of '97. I think this stock has the ability to "head to the moon" in the later half of '97 when the increase in R&D is somewhat behind them and analysts re-issue buy recommendations. Again, I wonder what kind of R&D projects would create a "spike" in investment in the first half of '97 but not in the latest 4th quarter? Why of course...joint ventures!!

-David
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