- Meg Whitman: "We are excited about 3D printing ... We want to lead this businesses. HP labs is looking at it.." Whitman adds H-P (HPQ -0.8%), a giant in the traditional printing space, plans to enter the 3D printing market in mid-2014. 3D Systems (DDD -2%) and Stratasys (SSYS -2.4%) are trading lower.
- Whitman suggests H-P wants to offer hardware that enables lower printing times - she observes printing a bottle can currently take 8-10 hours - and is competitively priced. 3D printing service providers are viewed as potential clients. "How do we commercialize to print faster, at lower price points, to enable service providers?"
- 3D Systems and Stratasys have been both targeting 3D printing service bureaus and expanding their own services offerings. In 3D Systems' case, this expansion has been fueled by a healthy dose of M&A.