Lol - that's not an MF analyst. That's an MF contributor. No different from you or me. And you posted it twice.
SSYS and DDD are companies with solid fundamentals and product lines in a rapidly expanding industry, the ceiling of which is far beyond the current face. The technology in this industry will only continue to improve.and become more relevant to day to day life.
In the long term, there is certainly the risk that a late mover will be the one to come out with a superior product at a lower price first. The market will cross that bridge when it gets there. In the near term, SSYS and DDD will survive XONE's miss today as solid companies top to bottom. If anything, XONE's miss only further secures their current dominance.