- The WSJ's Rolfe Winkler questions whether consumers will buy 3D's (DDD -1.4%) $1,300 Cube printer in large numbers, given high materials costs and limited use cases.
- Winkler: "[The Cube] can make only tchotchkes—plastic napkin holders or chess pieces, say—that can be bought cheaply and quickly elsewhere. Even making these can require expertise with sophisticated design software."
- He also notes a critique from William Blair's Brian Drab (previous). Drab asserts measuring 3D's organic growth is tough, given it has made 37 acquisitions since '09. SA contributors have made similar arguments.
- 3D's rising DSOs (84 days in Q2, up from 72 in Q4) and rising investments in reseller deals are also criticized.
- Fortune's Clay Dillow offered a skeptical take on the 3D printing industry earlier this week (relevant to SSYS and XONE as well as 3D Systems).
- Among other things, Dillow argued technology limitations will continue hindering the mass-production of many 3D-printed objects, and that patent battles and the poor quality of low-end 3D printers - Stratasys' MakerBot unit is trying to address the latter issue - could also hurt industry growth.
3D Systems slips following critical WSJ column
Sep 6 2013, 14:11 ET