3D printers have lots of consumables. HP's product beats 3D Systems and Stratasys hands down for the particular type of printing they do. They will own this slice of the market with recurring revenues from the consumables. After a while, they will offer a home version of the printer. This is the cycle that will take HP to new highs.
Smart move. Market itself is topping IMO. Most old time companies are rolling over. Only bright spots wrt earnings are Paypal and Facebook, but these are overpriced. I really question whether Internet of Things is going to be a huge winner. Certainly, there is data to be mined from all things connected to the internet, but in many cases, companies are already doing this without the internet protocols.