The Company develops, manufactures, and sells a family of systems, including a line of 3D printers, all of which create physical models from computerized designs.
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Given the fact that this is just 1 of 2 Rapid Prototyping AKA (3D Printing) and currently, SSYS is the Industrial Favorite. IT SAVED HONEYWELL, GE, BOEING, & JUST ABOUT EVERY LUXURY AUTOMAKER IN GERMANY ( AUDI, PORSHE, BMW, AND MERCEDES) WELL OVER A BILLION DOLLARS RHIS LAST YEAR AS THEY COULD JUST PRINT A LITANY OF PARTS THAT OTHERWISE WOULD HAVE BEEN ORDERED OEM PARTS FROM (NYSE:LKQ) AND LKQ WOULD HAVE SEEN ALL THE REVENUE FOR THESE NOW PRINTABLE W/ FABULOUS PRECISION 3D Printers. StrataSys would be sage to stick with the Industrial Markets, as their buyout of Objet gives them a leg up over the FABULOUS 3D PRINTING SOLUTIONS (DDD) WHICH IS TARGETING THE HOME USER MARKET, NOT THE MASSIVE INDUSTRIAL SCALE RAPID PROTOTYPING APPLICATIONS, ALTHOUGH IN THE NEXT 3-4 YEARS, I SEE DDD TAKING TOTAL CONTROL OF WHAT THE ECONOMIST CALLS "THE 3RD INDUSTRIAL REVOLUTION." WITH THAT SAID, StrataSys has one helluva Moat right now and will continue to aervice it's Higher End Custies for years to come. BOTTOM LINE, THEE IS ROOM FOR BOTH OF THESE FIRST MOVERS AND COMPLETE GAME CHANGERS. I HAVE A PREDILECTION FOR DDD BC ITS FOUNDER FOUNDED 2D PRINTING FOR CANON BACK IN 1983 AND THUS, HAS LITERALLY 100s of PATENTS AND PHENOMENAL MANAGEMENT W/ 2D PRINTING FOUNDER AT THE HELM AS CEO AND PRESIDENT OF 3D PRINTING SOLUTIONS. BUT, THIS IS AN ENCOMIUM FOR STRATASYS AND I"LL END BY STATING A STAGGERING STAYISTIC... THE NEW, ARDENTLY ANTICIPATED BOEING (BA) 787 DREANLINER WAS MADE WITH MORE THAN 50% COMPOSITE (PRINTED) PARTS COURTESY OF SSYS!!! THESE COMPANIES ARE KEEPING THE SAVINGS FOMENTED BY SSYS $750,000-$1.2 MILLION PRINTERS ARE SAVING THESE FORTUNE 500 COMPANIES, BUT WITH 3D PRINTING IN IT'S NASCENT STAGES, THIS IS AN OPPORTUNITY TO GET IN ON THE VERY EARLY SIZE OF WHAT WILL BECOME A SEISMIC SHIFT IN MANUAL LABOR AS IT GETS TURNED ON IT'S HEAD OVER THE NEXT 3-5 YEARS...
Mate, lots of inaccuracies in your post:
1. No auto companies are using 3D printing (or any other "rapid manufaturing" technology) for replacement parts on mass produced vehicles. That type of application is still many years out on the horizon - its just not cost effective. What's now produced by auto makers are prototype parts only... except in some very, very high end, low volume auto applications such as Formula 1 and NASCAR where customization is critical. A company like LKQ has nothing to worry about for at least a decade.
2. DDD has certainly put a great deal of emphasis on the consumer market of late, but they are also still the biggest supplier to industrail applications with their "large frame" sterolithography and laser scintering machines. SSYS is making inroads but it would be inaccurate to label DDD as a consumer only company.
3. DDD's founder was not the founder of 2D printing at Canon! I think you referring to Mr. Hull... who is a great inventor, the "father" of 3d printing, and did come from the 2D print industry, but he certaininly didn't invent 2D printing!
4. The gentleman mentioned above is not the CEO... he is the Chief Technology Officer. The CEO of DDD comes from a completely different/unrelated industry.
5. Your claim that 50% of the parts on the dreamliner came off a SSYS printer is way off base. The dreamliner doesn't even have 5% composite parts never mind 50%... and no way does a 3D printer put out parts with enough strength to accomodate for even a fraction of those. Even composite aircraft (of which the dreamliner most certainly is not one) have less than 5% composite part counts. Perhaps .5% but no way is it 50%!!!!
6. Additive manufacturing will help reshape industry... but not in 3-5 years. The technology has been around for nearly 30 years and engineers have been using it for design and low volume manufactuirng for decades. Contrary to popular opinion, there have been no revolutionary technological breakthroughs that would lead to a massive acceleration of the pace of adoption. Instead, its been a steady evolutionary (not revolutionary) improvement cycle (in fact, the biggest advances in recent years have actually been more on the materials side than the hardware side). Buy these stocks as long term investments but dont count on either one of these companies turning into APPL over the next 3-5 years!
I like this one a lot as well.
To anyone who thinks that buying this or DDD is a "sure thing", just think for a moment about the microprocessor revolution. If you don't remember it, look up its history. There were dozens of big players, most of which have long went bust, and most of which underperformed against the market for the majority of their existence.
It is INCREDIBLY difficult to pick a winner in a new marketplace, unless you have some sort of inside scoop on what's going on there perhaps, and even so it's not a sure thing. One look at the Facebook IPO should tell you all you need to know about the predictability of stocks like these, and that goes for whether or not the books look good or not; as there's no real industry standard of 3d printing companies earning a long term stable profit with which to compare any of the current players against.