As early as tomorrow, we shall see clearly that DDD is better than SSYS in consumer market (cube vs. MakerBot), better performance in medical sector, in metal printing and Quickparts service. SSYS made too many mistakes. It sold Quickparts to DDD in 2011 for $23 million, and now paid ca. half a billion dollar to build up the similar business. It bought Makerbot for ca. 400 million, which now ends in disaster. The high price they paid for MakerBot isn’t the worst part of the deal, because they paid with their stock at its peak price. The worst part of this deal is that they missed time and opportunity to DDD’s Cube, and SSYS had to put so much efforts into restructuring MakerBot.
I own DDD shares, hold them tight and plan to buy more, if it goes down tomorrow.
I guess it is the bottom somewhere around here, whatever q2 earning result is. I have been accumulating all these days, about 12% of my investment in DDD with credit.
better than most fear and better than SSYS, more important of all, better q3 forecast than SSYS's. This is only my guess after reading their past few cc transcripts.
DDD is being dragged down by SSYS poor results. SSYS’s MakerBot sale declined 57% YOY and is not only dead for now but for the rest of the year, while DDD’s consumer revenue grew 65% in Q1 and metal increased 39%. SSYS still has no metal printer. I could imagine DDD consumer revenue may grow 50% in Q2, while MakerBot declined 57%. SSYS lost market share to DDD.
Make your own decision to buy or to sell. I hold DDD shares tight!
I have been accumulating shares these days. DDD would be in every manufacturing industry in the near future. It is the share for the long term holding.
This company is now in toy industry as well, besides aerospace, automotive, defend (navy and air force), medical, and many more other industries. Its 3d technology will enter every industry in the coming years and decades. I having been accumulating its shares and added some more just now.