Re: [rp-ml] Stratasys stock soars on news of 3-D printer deal with Hewlett-Packard

From: G. Sachs <>
Date: Thu Jan 21 2010 - 03:15:23 EET

This is pretty neat, but even with HP's involvement, I think the success of this move will depend a lot on the cost of the machines and consumables. While the HP logo will help, I don't think that will be enough. Even an "i-fabber" would only have a limited market penetration if costs are too high. Although, it would be great to see Apple and Microsoft, also, try their hand at this. Who knows, something like this might become the - must have - 'e-reader' of CAD design and engineering (at least for concept proofing - which was the original idea behind RP 25 years ago). But, I am kind of surprised that HP went with the Stratasys system rather than something that could do full color using HP print heads (they must think that finish and durability trump speed and color alone). Also, unless the cost of actually using these machines, on a daily basis, is very low, I think you might find lots of them ending up on Ebay in a few years - sold as expensive
 "productivity experiments that failed". Most people don't even use color printers all that often (I use one maybe 1-2 times/month). I still feel that just because something is new, it is not necessarily better (i.e. I don't think you'll ever be able to make a violin that can surpass a Stradivarius using RP). OK Apple - it's your turn now - after the 'i-tablet' we will be expecting that 'i-fabber' next year! G.S. ________________________________ From: Rachel Park <> To: Marshall Burns <> Cc: rp-ml <> Sent: Wed, January 20, 2010 5:39:13 PM Subject: Re: [rp-ml] Stratasys stock soars on news of 3-D printer deal with Hewlett-Packard 'Hmm' and 'momentous' were two of the many noises all over the blogs and tweets yesterday as the news broke. Personally I do believe this is a significant moment in the industry's history. It's going to be at least a 12 month period before we can gauge it, but I wouldn't be surprised to see other 2D/3D vendors hooking up in the meantime. An interesting aside to Marshall's comment on the 'success lifting all boats in the industry', is the speed with which the boats were rising prior to this news. I was taken with Joseph Flaherty'spost on Replicator on Monday: Although I agree that this Stratasys/HP news is potentially a huge accelerator that could see unprecedented growth all round. Rachel Park | RP Editorial Services t: 07515 741188 e: w: On 20 Jan 2010, at 20:13, Marshall Burns wrote: > “Hmm” is right. Could this be the IBM moment? > > The press release at adds the important detail that the new fabbers will be HP-branded. This name recognition will be more important than just the use of the HP distribution channel. > > The release indicates the target market is mechanical designers. Not a bad place to start. No indication there of the price of the new product or differences from existing products, which will make a big difference in potential reach. There is a webcastat , and I wonder if it might offer more details. If anyone here listens to it, please let us know. > > The MinnPost article linked by Ed says Crump projects quadrupling revenue to $500 million over five years. Let’s hope this repeats the history in which after a few years IBM was shipping as many PC a month as it had originally projected to sell in five years. One critical issue there was that the IBM PC had a base model that sold for just over $1,000. Will Scott go for the gold and make a high-quality machine within a small factor of that price point? It’s certainly technically feasible with his technology. And while IBM had that low-price entry-level machine, most of its sales included disk drives and other accessories that doubled or tripled the price out the door. > > Congratulations Scott on this momentous marketing agreement. I look forward to seeing what you ship to fulfill it. > > Marshall Burns > > > PS, don’t forget that the other big winner from IBM’s launch of the PC was Apple. IBM’s entry into the market woke people up to the technology of personal computing. If Stratasys and HP do this right, their success will lift all boats in the industry, including Rep-Rap. > > > > > From: [] On Behalf Of > Sent: Wednesday, January 20, 2010 10:32 > To: > Subject: [rp-ml] Stratasys stock soars on news of 3-D printer deal with Hewlett-Packard > > Hmm... > > > "Stratasys stock soars on news of 3-D printer deal with Hewlett-Packard > By Brad Allen | Published Wed, Jan 20 2010 9:53 am > > Tuesday was a big day for Stratasys Inc. (Nasdaq: SSYS) after the company announced it had inked an exclusive distribution deal with Hewlett-Packard (NYSE:HPQ) to develop and manufacture an exclusive line of 3-D printers. > > Stratasys’ stock shot up nearly 44 percent to reach a high of $25.60 on the news, with trading of 2.6 million shares, more than 25 times normal volume...." > > > RE: > > > > > Stratasys' N/R: > > > > > Ed Grenda > Castle Island Co. > (email) > > The Worldwide Guide to Rapid Prototyping >
Received on Thu Jan 21 03:24:45 2010

This archive was generated by hypermail 2.1.8 : Fri Mar 11 2011 - 05:24:18 EET