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Alex Cho  

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  • 3D Systems: Pride Comes Before The Fall [View article]
    Yeah, that's why the stock is down by over 20% year-to-date. 3DS performance is so bad, it should earn a nomination for how poorly it performed this year, and will likely perform next year. The market is usually right, and from the looks of it people have already voted with their feet.
    May 1, 2015. 06:18 PM | 2 Likes Like |Link to Comment
  • 3D Systems: Pride Comes Before The Fall [View article]
    Wait, people are still speculating over Hewlett-Packard?
    May 1, 2015. 06:18 PM | 2 Likes Like |Link to Comment
  • 3 Dangerous And Misleading Quotes From Buffett And Templeton [View article]
    Well said Ted, awesome advice.
    May 1, 2015. 05:06 PM | 2 Likes Like |Link to Comment
  • 3D Systems: Pride Comes Before The Fall [View article]
    To be more specific, Carbon3D can scale this technology to more quickly build products, and in conjunction with other promising technologies, flexible metals, or metallic printing could take-off.

    http://engt.co/1c0m8oL

    However, it's not clear whether 3D Systems has a significant edge in printing metal parts, because in general, steel mills are the most proficient at mass production through steel moulding technologies. I don't think there's some magic bullet for printing metal parts, and I think that the technologies developed by 3D Systems will never overcome the production barrier. However, more specific solutions that address specific chemical properties like flexibility, or unique parts that cannot be made via a mould could create a market opportunity for metal based printing systems. However, the market itself is highly contested and various technologies from universities like Purdue are simply better. So, I don't think there's any long-term viability for 3DS, especially because they have a lacking history in developing future generation printing technologies. Stereolithography is old, and quite frankly, the technology tends to scale very effectively when dealing with semiconductors, as shrinkage in ICs only increases the efficiency in lithography. But when it comes to building human sized products like a ball, or a exhaust systems, the CLIP seems far superior.

    Also, many of the consumer scale 3D printers, i.e. Makerbot are limited to polymers, and print at a significantly slower pace. So if anything, I believe that Carbon3D has a far superior consumer and industrial product. Admittedly, mass production of metal parts using some variation of 3D printing techniques is probably many years away, as devising a superior solution to pouring molten steel into a steel mould will require a massive breakthrough. Not only does energy transfer have to scale, but the speed in which various ores are converted and refined into metals parts would have to be addressed. In other words, just because CLIP doesn't make metal parts, doesn't negate the downward pressure the nascent technology will have on 3DS over a multi-year time frame.
    Apr 30, 2015. 10:13 PM | 1 Like Like |Link to Comment
  • 3D Systems: Pride Comes Before The Fall [View article]
    It's not complimentary, it will destroy demand for competing services. They're not going to be used along side each other, the properties of the technology applies to other materials outside of polymers. Look at the presentation closely, there's room for adaptation into other materials outside of plastics.
    Apr 30, 2015. 09:37 PM | 1 Like Like |Link to Comment
  • 3D Systems: Pride Comes Before The Fall [View article]
    @Sonic, really? So you just saw a device 3D print in five minutes, and that's not the holy grail. Next.
    Apr 30, 2015. 09:35 PM | Likes Like |Link to Comment
  • 3D Systems: Pride Comes Before The Fall [View article]
    Well in finance for example, technological edge doesn't really translate into a winner-take-all. I.E. there's still room for mediocre managers to prosper alongside professional managers that yield higher returns.
    Apr 30, 2015. 09:34 PM | Likes Like |Link to Comment
  • Yahoo! Is Giving Itself Away [View article]
    Awesome points made by David.
    Apr 29, 2015. 06:53 PM | Likes Like |Link to Comment
  • Here's What's Wrong With Google [View article]
    Well, based on the above chart the EPS and FCF per share weren't that divergent from each other. Typically those lines are further apart in a more capital intensive business. Therefore the company should have room to return capital. Remember free cash flow adds back in depreciation, and subtracts capex.
    Apr 29, 2015. 04:54 PM | Likes Like |Link to Comment
  • Here's What's Wrong With Google [View article]
    Thank you, for the kind words itexrex.
    Apr 29, 2015. 04:46 PM | Likes Like |Link to Comment
  • Here's What's Wrong With Google [View article]
    Yeah I suppose, but growth has dissipated at a much faster rate than what I was hoping for. The ad-business doesn't have anymore pricing power, which indicates that the demand simply isn't there to drive higher pricing for ad-inventory.
    Apr 29, 2015. 04:45 PM | Likes Like |Link to Comment
  • Apple Reports A Stellar Quarter, Outlook Also Solid [View article]
    Hahahahaha, I'm sorry now that's funny.
    Apr 29, 2015. 04:24 PM | 1 Like Like |Link to Comment
  • Apple Reports A Stellar Quarter, Outlook Also Solid [View article]
    Try banana republic! Lol, it's a real company.
    Apr 29, 2015. 04:20 PM | 2 Likes Like |Link to Comment
  • Apple Reports A Stellar Quarter, Outlook Also Solid [View article]
    @Vote4weber Oh, well $156 is the stock price point I have in mind over the course of Q3, I anticipate that from $156 we will get above $170. Pricing doesn't happen immediately so I have to distribute the effect over the course of a year. Thank you.
    Apr 29, 2015. 04:19 PM | 3 Likes Like |Link to Comment
  • Apple Reports A Stellar Quarter, Outlook Also Solid [View article]
    Some of the biggest hedge funds guys own Apple stock. Trust me, the pros are sitting back in their arm chairs, just as everyone else is.
    Apr 28, 2015. 09:58 PM | 8 Likes Like |Link to Comment
COMMENTS STATS
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