Stratasys strikes reseller deal with Dell, launches multi-material printer


Stratasys' (SSYS -2.1%) MakerBot unit has struck a reseller deal with Dell that will result in the IT giant offering MakerBot's Replicator 3D printers and Digitizer 3D scanner to workstation buyers.

The partnership comes as Dell archrival/printing giant H-P gets set to enter the 3D printing market. MakerBot announced three new Replicator printers at CES earlier this month, and is among the firms supporting Windows 8.1's 3D printing APIs.

Separately, Stratasys's Objet division has announced the Objet500 Connex3, which it asserts is the world's first multi-material color 3D printer. Stratasys also claims the Connex3 will be the first 3D printer to support flexible materials in color, starting in Q2.

Shares are selling off in tandem with many other high-beta tech names.

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Comments (6)
  • Esekla
    , contributor
    Comments (4749) | Send Message
     
    No date on exactly when they'll be available. This is likely the beginning of the end for the likes of SSYS and DDD. It will eventually becomes clear that sales for these "prosumer" machines will top out in the thousands, rather than millions, and that many of those sold will go largely unused.

     

    I expect real growth will be found in true additive manufacturing, and that will still take quite some time to realize:

     

    http://seekingalpha.co...
    27 Jan 2014, 02:47 PM Reply Like
  • lonestar
    , contributor
    Comments (14) | Send Message
     
    Are you short these stocks?
    27 Jan 2014, 03:09 PM Reply Like
  • Esekla
    , contributor
    Comments (4749) | Send Message
     
    nope, my disclosure is still the same as in the article mentioned above:
    Long (shot) one of them, no position at all on the rest. None of the fundamentals have changed at all, so why would my positions change?
    27 Jan 2014, 03:14 PM Reply Like
  • 11188941
    , contributor
    Comments (10) | Send Message
     
    Esekla, fundamentals are continuously changing in this fast moving 3D arena and if you don't think so perhaps you might need to re-think your investment/article strategy.

     

    Since your 11 November article plugging XONE (which you link to again above), share price movement (to 27 Jan close) in the relevant three companies are as follows:
    XONE -22.95%
    DDD -0.26%
    SSYS -7.15%
    The above are after a sizable pull-back in the last few days but shows how XONE has significantly underperformed both DDD and SSYS since your 11 Nov article and your above 27 Jan comments.

     

    XONE may well have the attractive attributes you suggest in your writings (and declared long position), but any potential validity of your opinions is negated by what comes across as your shorting of SSYS and DDD (whether or not shorting is actually the case, it comes across thus). This is a shame. I may agree or disagree with your thoughts on XONE, but your writings become superfluous to me because of how your approach appears.
    28 Jan 2014, 07:03 AM Reply Like
  • Esekla
    , contributor
    Comments (4749) | Send Message
     
    In the the professional investment world, "fundamentals" are things that directly affect a company's business: supply chain development8s, new technology or agreements, etc.

     

    I agree that the stock prices have been much higher and lower than when I wrote the article. In fact, I predicted when XONE was overbought and would drop again (see comments in the article). Such price movement would be "technicals", not fundamentals, however.
    28 Jan 2014, 09:14 AM Reply Like
  • 11188941
    , contributor
    Comments (10) | Send Message
     
    As I said, 'fundamentals are continually changing in this fast moving 3D arena'. Massive research, supply chain developments, new technology and agreements, etc. being made by SSYS, and others in 3D, at such a fast pace, that to not realise this 'fundamental' aspect undermines your conclusions in my opinion.

     

    How much is SSYS spending in R&D? I hope you know the answer, for what they and others are selling right now are already out of date, with new products currently being tested and prepared for market later this year - a 'fundamental' fundamental in my opinion.

     

    From where it is right now, 3D will be unrecognisable in the next 18 months let alone in 5 years time. Given the speed of development, fundamentals are key to valuation, but it is important for everyone to do their own research and to not be overly 'persuaded' by any individual articles.
    4 Feb 2014, 09:57 AM Reply Like
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