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squashjohn

07/20/13 4:03 AM

#628 RE: stockown #627

We're talking abt DDD who have over 1000 patents in the 3D print industry? What are you talking about mate.. Do some research..
Let's see in 5yrs, 10 yrs who's where..
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BennySlots

07/20/13 6:47 AM

#629 RE: stockown #627

Hehe, c'mon dude. Are you being serious? This entire space is new and will change a lot in the coming years.

XONE has a nice niche in metals but, if I'm not mistaken, triple D recently acquired some company to add metals to their portfolio. It's only a matter of time until all of the main players become competent in metals, as well as other materials and processes.

I also think the home-user niche is currently over-inflated. There's a LOT of innovation and competition from the open-source and Kick Starter style crowds. I do think the mass market will eventually become a big factor in which companies excel, but I think that's AT LEAST 5 years out from becoming really relevant. To that end, I honestly think Strata might be the strongest of the current companies. Because in the near term, I think that industry use will trump home use.

But let's be real here. Strata doesn't have huge swings, so nobody cares. The reason why traders are drawn to XONE, and triple D as well, is largely due to the float and swings in prices. Most people's interest in this company isn't because they think it'll dominate the 3D printing industry. It's because the stock can go from 50 to 75 and back to 55 in less than a month. That's some nice trading action, but it's hardly an indicator of which company will ultimately be the flagship of 3D printing.

And yeah, I'll play the swings if I can before earnings but at this 60~70 range there's no way I'll be caught holding it when the earnings come out. I like XONE, but I think it's a bit over-inflated at the moment.

I might be wrong, but that's the way I see it...