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Izzy1

Izzy1
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  • 3D Systems: The Takeover Thesis Could Resurface Following The HP Spin-Off Announcement [View article]
    The only way DDD moves up is by beating margin and organic revenue growth for at least 2 or 3 quarters. Otherwise they are doomed to $20 to $25 at best.
    Oct 12 12:52 PM | 1 Like Like |Link to Comment
  • 3D Systems: The Takeover Thesis Could Resurface Following The HP Spin-Off Announcement [View article]
    I also commented in another article that Meg has done nothing with HP. She realized this monster is going nowhere. Anyone small acquired by even 1/2 HP will get lost in the corporate BS.
    Epson owns the photography and Media markets for printers. I assume the margins on Laser printers in down to nothing because it is a corporate commodity. HP probably trying to figure out how to increase prices on laser printers but that will not happen. Few companies standardize on HP computers and HP does not write software for enterprise. Oracle, Microsoft and IBM own the software market.

    Buying DDD would doom the company to below average management. But lately DDD management appears to be heading in the same direction. They must get the margins up or this stock will be selling for $5
    Oct 9 08:30 AM | 1 Like Like |Link to Comment
  • 3D Systems: The HP Threat Resurfaces [View article]
    Tell me one thing that Meg has done while at HP. She promised to turn the company around in a few years and it did not happen. She does not have a clue what to do next. The easy solution was break up the company and keep the so called good stuff for herself. Yes the stock went up but they are not profitable by any decent standard. Revenue and Gross Profit remain flat.
    HP computers are not the choice of most businesses. HP printers are not even close to Epson printers with respect to technology. Epson owns the photography and media markets. I suppose they sell laser jet printers.
    Enterprise-Software is becoming the dominate play in this market. Companies like VMW are the future while hardware is becoming a commodity.
    Last but not least is the great HP software. Oh what software. IBM, Oracle and Microsoft own this markets.
    So you think this is the company that will lead the world in 3D and 4D manufacturing?
    Meg has been talking about the Israeli 3D technology for a few years. No one has ever seen it or heard of it besides her. I think Meg is confusing 3D with a laser jet pinter.
    Oct 7 07:08 PM | 2 Likes Like |Link to Comment
  • 3D Systems Confident Of 30% Organic Growth [View article]
    The picture, by my name, shows what I think of DDD right now. If DDD was still private I could understand Avi's approach to the business. But as a public company, that wants investors, it has to do a better job managing results. I am certain that DDD will eventually perform but it could take a few years and other companies will start to take market share from them.
    Sep 28 11:07 AM | 1 Like Like |Link to Comment
  • Does 3D Printing Offer A New Investment Dimension? [View article]
    No but I do own 25,000 shares. When it reaches $500 a share I will sell and never talk about it again
    Sep 21 10:22 AM | Likes Like |Link to Comment
  • 3D Systems Confident Of 30% Organic Growth [View article]
    If I owned the stock today not sure what I would do. I don't believe DDD will increase margins by at least 4 points just to get back to where they were. I doubt they will grow organically 30%. So I expect the stock to drop before financial results are released and I expect it to drop more once the results are released.
    Also believe that SSYS at $130 is crazy. Profit takers & Shorts will beat it down to $100 again.
    Sep 21 10:19 AM | 1 Like Like |Link to Comment
  • 3D Systems Confident Of 30% Organic Growth [View article]
    The only way the Chinese make a 3D printer is if they steal all the technology. China is one country where the people have't had an original thought in 500 years.
    That's why the government supports hackers along with the military.
    Sep 21 10:14 AM | Likes Like |Link to Comment
  • 3D Systems Confident Of 30% Organic Growth [View article]
    Sorry we had a dog named Ari. Must be a Freudian slop
    Sep 21 10:11 AM | Likes Like |Link to Comment
  • 3D Systems Confident Of 30% Organic Growth [View article]
    This is a pump article and nothing more. They will not hit 30% organic next QT or next QT or next QT on and on. Management focused on acquisitions. Top management not focused on Organic growth and definitely not on margins. What the CFO said was really a hope and prayer. Ari has no clue what is happening with internal growth just obsessed with acquisitions. Stock will really crash after next QT results. If it reaches $25 or less I am a buyer but not before
    Sep 15 06:56 PM | 1 Like Like |Link to Comment
  • Does 3D Printing Offer A New Investment Dimension? [View article]
    3D's top management appears to be focused mainly on acquisitions. Senior management should focus on getting the best results possible from organic sales. Very concerned about the time Avi is putting in to make the existing business a leader in this industry. Buying a large number of small may not be in the best overall interest of 3D. Sold all my 3D and SYSS.
    I did buy very large number of shares in ONVO. Starting to sell 3D manufactured live tissue to drug companies to test toxicity to humans of potentially new drugs.
    Sep 14 01:32 PM | Likes Like |Link to Comment
  • Does 3D Printing Offer A New Investment Dimension? [View article]
    3D manufacturing is without any doubt the future of manufacturing. On paper DDD should be leading the way with respect to a manufacturing revolution. But 3D continues to under perform to targets they basically set.
    A 4 point drop in margins is a major problem. Showing little growth in organic sales is a problem. Not making profit numbers is a major problem.
    If the company does not return to previous form they will be pounded after the 3rd Qt results. I have lost confidence in their management team to grow this business at a minimum of 30% for organic products and improve margins to earlier targets
    Sep 11 05:17 PM | Likes Like |Link to Comment
  • 3D Systems: Looking Beyond The Short-Term Pain [View article]
    If DDD does not show organic growth significantly better then 10% and reverse a 4% drop in margins investors will not pay a premium for this company. It does not deserve a stock price based on future earning and growth.
    Aug 6 03:10 PM | Likes Like |Link to Comment
  • 3D Systems' (DDD) CEO Avi Reichental on Q2 2014 Results - Earnings Call Transcript [View article]
    This is not going to be an overnight winner. This is a stock you buy and forget about for at least two years. I feel very confident that in two years it will be selling form well over $100.
    They have excellent management. Just look at how easily they mesh acquisitions into their structure. DDD, SSYS, ONVO and OXONE are at the beginning of a major revolution in manufacturing. In ONVO's case it is manufacturing human organs.
    I am buying more DDD, SSYS and ONVO. Yes it could even go down tomorrow buut in the end these stocks will do very well.
    Aug 1 12:58 AM | 3 Likes Like |Link to Comment
  • 3 Reasons Why 3D Systems Is Good For Investors In The Long Run [View article]
    I totally agree with you but I own a substantial number of shares with an average price of $54.91. In fact I purchased more shares today at $56.22. This stock will eventually go straight up but over the next year or so it will test ones inner strength.
    If it has a great 2nd qt it will take much pressure off the stock and some of the other 3D stocks. But the economy is still not running on all cylinders. CEOs are still tentative about investments in capitol equipment.
    Jul 16 06:44 PM | 5 Likes Like |Link to Comment
  • Why Stratasys Will Outperform 3D Systems In The Long Run [View article]
    The 3D market will explode over the next few years. We will see a tidal wave of change in manufacturing processes that will reduce costs, manufacture better products and allow the design of new products that were just to difficult or impossible to manufacture with current technology. I retired a few years ago but did work for a company that used this technology to make samples quickly. We could manufacture a complete sample in a few days for our customers. The old fashioned way could take weeks or even months. We won many new orders at our price with this advantage.
    DDD appears to have the better management and SSYS may have some advantage in products. Who cares, both of these companies will do very well over the next 5 to 10 years.
    I believe the real money maker will be ONVO. Roche uses ONVO manufactured tissue to test new drugs. Not one of the standard methods found a new Roche product to be toxic to humans. ONVO supplied tissue for testing and it quickly discovered the Roche product to be toxic. It saved Roche million by not proceeding with the product. ONVO is working on printing human organs. A few of America's finest scientist believe that ONVO will solve all problems and will manufacture organs using their patented methods. I brought 5000 shares at an average of $6.84 and have added to my position. One day this stock will be worth many hundred of dollars if not thousands. But it will not happen tomorrow or the next day but it will happen sooner then you think.
    Jul 4 01:18 AM | 7 Likes Like |Link to Comment
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190 Comments
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