Count me in too fellas. Remember there's a GOOG deal cooking in the background that the pundits aren't paying any attention to. I suspect it's the short holders who have been touting SSYS as the better investment, but SSYS appears to have become risk adverse, it's waaay to early in the game for co of that size to even appear that way, but it makes sense. SSYS has been chasing retail consumers, at a time when that market isn't yet ready for prime time, so while there's little profit in chasing consumers, there's talk of them engaging a price war in that market. 3DS has no need of engaging since we offer service bureaus, no consumer who needs to mount or complete a project is forced to buy any machine. So why there would even be a price war is beyond comprehension.
But, my guess is, chasing consumers at retail has been very expensive for SSYS, a price war only exacerbates their cash flow problems. Making it even harder for them to become profitable, which means, of course, they must take on more debt. I doubt they could offer dilution as a way to manage their cash flows, and still command a premium for their shares. While 3DS has consistently been able to borrow from the market and the market still awards them a premium for their shares. Probably because of how well they've managed their M&A so far, and M&A at this stage of industry development, is needed to stay ahead of the curve and be on top of things when industry maturity arrives.
Meanwhile, 3DS has a lot of pots on the stove that the pundits, commentators and analysts aren't paying much, if any, attention to.
News 
Market Data 
Discover 
