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Re: squashjohn post# 3397

Monday, 11/17/2014 11:55:26 AM

Monday, November 17, 2014 11:55:26 AM

Post# of 4450
true- maybe Jimmy might say it's undervalued now, lol.

If he does, I'd sell!

But seriously, the Q3 was impacted by lack of manufacturing capacity (which they should have addressed sooner in the quarter IMO). They now have a record $46M backlog in orders and new consumer printers going out the door just in time for holidays- and low gas prices = more disposable income.

Also really like the inroads into medical/healthcare industries now. That (and metals in general) is THE place to be.

HP? Not even worried about them. Their brand is tarnished and their printer won't be out until (maybe) late 2016 and it prints in plastic only, lol.

Now- if AAPL were to get in the game, I'd be very worried about the impact they would have on the major players. But HP is no AAPL, never was and never will be.
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