"In conclusion, I think we all need to order our RP parts from me"
LOL!!!! Talk about "stock manipulation" :-) ;-)
________________________________
From: Michael Armbruster <MichaelA@growit3d.com>
To: RPES Account <rachelp@rp-editorialservices.co.uk>; Marshall Burns
<ListMail2@fabbers.com>
Cc: "<rp-ml@rapid.lpt.fi>" <rp-ml@rapid.lpt.fi>
Sent: Sat, January 15, 2011 1:21:42 PM
Subject: RE: [rp-ml] Fabber stocks
Everything has to be taken with a grain of salt but here’s a few interesting
items …
3D Systems (TDSC) opened up a service bureau with 3D ProParts. So that opened
up a whole new market for them. Stratasys (SSYS), on the other hand, already
had that going for them at the time (with RedEye) which was already factored
into their earnings. Hewlett Packard came on board with SSYS which WallStreet
seems to fancy. However, that spike actually scares me because the overwhelming
majority of people have no idea what the additive industry even does, so might
can be easily impressed by HP (something they can relate to) regardless of
whether or not there is any actual value there. The thing that worries me about
SSYS is that plenty of smaller companies are now releasing machines that seem to
be carbon copies of the FDM technology, and they seem to be doing this without
getting sued. Stratasys does an amazing job with the FDM technology but they
seem to have all of their eggs in one basket (who doesn't own a Dimension these
days) while 3D Systems is diversified among nearly all of the additive
technologies. For these reasons, I’ve always been baffled by the fact that SSYS
is a larger company (according to the market cap) than TDSC. It doesn’t
surprise me that SSYS P/E ratio is 99.2 as I write this while TDSC is a more
comfortable (but still very large) 52.5. Nevertheless, you can’t overlook the
fact that SSYS has no debt, period, which is very impressive. So who knows.
I'm just a guy with a business degree who works in the RP industry.
In conclusion, I think we all need to order our RP parts from me over at little
ol’ GROWit and watch my video blogs: www.GROWit3D.com/videos
Hope everyone is having a great weekend!
Michael Armbruster
michaela@GROWit3D.com
Received on Sat Jan 15 21:43:08 2011
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