This is not a billboard, pay someone to pitch
your shitty site somewhere else. If you want to talk
about this stock great. Otherwise hit the road. I am in
at 4 3/4, there is little down side at this level.
expect over 5 3/4 in a couple weeks.
Competition to 3D? Try DTMC, SSYS, HELI, SGT.
That's the public group. Add Z-corp, Sanders, Incre,
Optomec, and a handful of others, especially overseas.
There's plently of competition. Of course, if you look at
all the stock prices, they're all in the crapper.
Plus, you need to look at the people you are investing
in, especially upper management. The technology may
be undervalued, but the company isn't.
10 years 3D has never been consumer driven; I doubt
they'll start now.
to tdsc? i found one called ztech but they are
private. this technology could have tremendous growth if
they can bring the price down so smaller
manufacturers, designers or even individuals can afford them.
now it seem it is only fortune 500 companies or other
large companies buying. will they ever come out with a
i am comparing the technology and
the market cap. this technology should be worth far
more than the market cap!
The problem with the 7000 is that the market is
pretty saturated. Most companies who are going to invest
bought a 500, and some were convinced to upgrade to a
5000. It is a tough sale to show the ROI to "upgrade"
to the 7000, even if there is a trade-in program
(not sure if there is one). If the speed is what you
need, then just by another used SLA or 2 - there's
plenty for sale. The smaller layers are nice, but only
for small detail markets.
This is not the PC
market where you must upgrade a 3-year old computer.
I've seen many sla-250's, some retrofitted from
sla-1's, still plugging away. And since the market for
used SLA's is so soft, you can't expect to recoup
money there either.
So the way I see it is that
the 7000 may be able to keep them eating, but it
won't do tremendous things for the bottom line.
Take a look at its 5 year chart, and consider the
fact that the the SLA 7000 is just getting rolling,
and this stock should be good for a nice run. The SLA
7000 is truly a remarkable machine, putting TDSC at
the forefront of companies that improve manufacturing
and design productivity, and is a big advance over
The reason this stock is low is not due to the
high price of the products, that has and will be true
for some time as much of this technology is
complicated. The real reason that this stock is low is due to
the fact that 3D realizes that the current technology
is too expensive and only used in nich markets. They
have just introduced new products at reduced prices to
capture a new larger market (the one that they really
want). They want to get a solid modeler into every large
and small design department in the country. Set it
right next to the color laser printer by the secretary.
Therefore, they need low equipment cost and more
advertising. By selling the machines for no profit and
spending money on advertising they don't make money,
right? Wrong!, while they are not making any money right
now they are selling machines and the money will come
later with the consumables sales wich don't kick in
immediately, but last and last. The thermojet has a little
durability problem, however, it is not entended to be used
to make any actual parts anyway. Just models and
there is a real demand for this type of product if it
is not too expensive or hard to use. That thermojet
uses very, very, very cheap consumables and is is very
easy to use and there are no toxic materials, etc,
Just thinking out loud. I may get in
here at these prices. Core business will rebound and
new technology will create a cash cow of consumables