First of all, I think that the 3D mania is ridiculous. Companies like ONVO don't even have a product or revenue yet, VJET, DDD, and SSYS are selling at astronomical PE's with future margins expected to be in the 10% range. I for one, would prefer to be in the software side of the same business with names like ADSK and CIMT. These companies are the enablers of 3D, the CAD programs that make it all work, and regularly post profit margins as high as 80%!! (far from a commodity). Still, I think that when you make the comparison to ENTR, you've got a good long argument. The CES show WILL have some kind of positive impact and I think that this year a new catalyst may emerge: The home user, privately owned and purchased IP media server ala our partner Actiontec. While I don't see them as having a booth at the show, yet. Either they will ultimately or ENTR may front their box. TIVO without the monthly fees has TREMENDOUS appeal, IMO
Was put SOUNDLY in it's place yesterday. Congratulations to Harry Hixson and teams for OUTPERFORMING across all metrics as "supplied" (LOL) by the shorts, the liars, and the fools. SEE YOU GUYS AT 10.00 THIS SPRING.