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3D Systems' (DDD -4.9%) consumer-focused Cube 3D printers are expected to carry a "corporate...

3D Systems' (DDD -4.9%) consumer-focused Cube 3D printers are expected to carry a "corporate average gross margin," Gabelli's Hendi Susanto reports after talking with CFO Damon Gregoire. Consumer price points of $1K and eventually $500 are targeted, even as 3D tries to avoid a razor and blades business model. Management has a long-term goal of getting 75-80% of revenue from recurring streams (materials/services), and is interested in making additional acquisitions to expand the breadth of its platform. (earlier)
Comments (9)
  • Matt Jonza
    , contributor
    Comments (86) | Send Message
    DDD will be down enough to initiate a long position soon
    15 Mar 2013, 06:14 PM Reply Like
  • chris293
    , contributor
    Comments (181) | Send Message
    It would be nice if the commenter added some history or comparisons numbers to know how a company is doing?
    With the comparisons it might be easier to project future growth.
    15 Mar 2013, 07:02 PM Reply Like
  • Stewart Gordon
    , contributor
    Comments (26) | Send Message
    THE "avoid razor and blades"
    comment is inconsistent with sentence about 75-80% of income from recurring streams UNLESS what writer
    meant to say was to avoid this revenue in their consumer segment only. As written, two sentences
    seem to be in 100% conflict??


    16 Mar 2013, 11:16 AM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (753) | Send Message
    What they meant by that is avoiding selling the Cube printers at cost or at a loss just to make a profit on materials/services. They're aiming to make money on both.
    16 Mar 2013, 11:43 AM Reply Like
  • Hal44
    , contributor
    Comments (424) | Send Message
    What's up with 3D? Are Organic sales growing? or is 3D forcing distributors (instead of customers/users) to buy printers and counting that as Organic growth? Why did the CEO of 3D apparently recently sell one-half of his stock if he believes in long term growth? Is 3D afraid of MakerBot? going public or outperforming 3D? Would like some answers. Thanks
    16 Mar 2013, 11:21 AM Reply Like
  • docrog
    , contributor
    Comments (51) | Send Message
    I haven't read too much here but in manufacturing speed is critical. Production lines stamp out parts pretty quickly and cheaply. The 3D machines will need to be very fast for industrial competition and extremely cost effective to compete with our manufacturers that are now in China. In medical, it doesn't matter if it takes all day to make a new heart. Not so for a fender. It's one thing to make one model of a device to test its capabilities and limits. It's quite another to produce 20, 000 or 20 million. Maybe this will be for R+D exclusively.
    16 Mar 2013, 11:41 AM Reply Like
  • manfromnc
    , contributor
    Comments (7) | Send Message
    Has anyone heard why the co-founder of DDD sold off 1/2 his shares? The rumors are: he's leaving a sinking ship, he's going to retire, etc. Anyone hear the real reason?
    16 Mar 2013, 12:45 PM Reply Like
  • barnsterb
    , contributor
    Comments (20) | Send Message
    I believe he's around 73 years old. He has a right to enjoy life, maybe even retire soon. If he was a lot younger I'd be concerned.
    16 Mar 2013, 01:06 PM Reply Like
  • Ted Greidanus
    , contributor
    Comments (25) | Send Message
    Look at the RSI on the stock at about 30. Look at what it has done every time it has been this low!
    16 Mar 2013, 10:32 PM Reply Like
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