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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Doren who wrote (56714)3/9/2014 3:01:16 PM
From: Doren  Read Replies (1) | Respond to of 57684
 
3D resembles, to me, the 3Ds look like the solars in 2008. None had proprietary tech. All were valued at absurdly high levels on the theory they would eventually make money. I missed out on the steep rise, but I also missed out on the even more steep drop.

Evergreen Solar is now worth .02 per share

STP once one of the darlings is now worth only 75M and is now known as Suntech Power Holdings Co. Ltd. (STPFQ)
SunPower Corporation (SPWR) (a company I think is well managed) went from almost 120 to around 5
First Solar, Inc. (FSLR) went from nearly 300 to around 12 or 15 (another well managed company)

SPWR, and FSLR to a lesser degree have come back but not before wiping out a few people and scaring the crap out of people who held.

Of course Solyndra was a pure swindle from the start, which I warned people about. They had what seemed like a good idea but if one thought it all the way through it didn't add up.

I always thought solars were more of a utility, just like I think the 3D printers are like the printing business.

I don't see any pure swindles in 3D but I do see a day of reckoning, probably when the market decided to adjust, just like the solars. Eventual consolidation too.



To: Doren who wrote (56714)3/10/2014 9:58:41 AM
From: Bill Harmond  Respond to of 57684
 
All those companies you listed were amazing investments in their growth years.

I'm holding SSYS and DDD. No intention to sell. I posted the Barron's piece because it's the cover story, but I think it's mostly rehashed old news and reactionary group thinking. Reminds me of the 1980's when the case for buying a PC was to organize LP collections and recipes.