- 3D Systems (DDD -3.8%), Voxeljet (VJET -3.9%), ExOne (XONE -5.6%), Organovo (ONVO -4.4%), Arc Worldwide (ARCW -7.3%), and to a lesser extent Stratasys (SSYS -2.8%) sold off today, generally on below-average volume. The Nasdaq closed down 0.8%.
- 3D Systems has received some favorable CES coverage over the last week. During a CES talk with management, Brean reported hearing of a "meaningful increase in partner interest," and that 3D thinks it offers an unmatched consumer experience in terms of ease-of-use. "DDD believes they are the only folks offering plug and play in just 10 minutes ... now it is not about making the printer work, but what can I get out. DDD has also cracked the code on content generation and getting content off of Cubify."
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Oppenheimer, which calls 3D its favorite name in the space, noted there weren't many new product launches from big OEMs, something it considers a positive. "We believe 2013 and 2014 were aberrant years and 2015 could return to more normal [investment] patterns."
- Dutch startup Ultimaker's desktop 3D printer line (competes against 3D's Cube line and Stratasys' MakerBot unit) received good reviews at CES. Ultimaker's systems, which are based on open-source hardware designs, are priced from $1,450-$3,030; two new models become available for pre-order in March.
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Last week: 3D Systems goes after MakerBot by acquiring botObjects