RE: [rp-ml] Stratasys stock soars on news of 3-D printer deal with Hewlett-Packard

"Hmm" is right. Could this be the IBM moment?

The press release at http://phx.corporate-ir.net/phoenix.zhtml?c=61402
<http://phx.corporate-ir.net/phoenix.zhtml?c=61402&p=irol-newsArticle&ID=137
6346> &p=irol-newsArticle&ID=1376346 adds the important detail that the new
fabbers will be HP-branded. This name recognition will be more important
than just the use of the HP distribution channel.

The release indicates the target market is mechanical designers. Not a bad
place to start. No indication there of the price of the new product or
differences from existing products, which will make a big difference in
potential reach. There is a webcast at
http://phx.corporate-ir.net/phoenix.zhtml?p=irol-eventDetails
<http://phx.corporate-ir.net/phoenix.zhtml?p=irol-eventDetails&c=61402&event
ID=2667385> &c=61402&eventID=2667385 , and I wonder if it might offer more
details. If anyone here listens to it, please let us know.

The MinnPost article linked by Ed says Crump projects quadrupling revenue to
$500 million over five years. Let's hope this repeats the history in which
after a few years IBM was shipping as many PC a month as it had originally
projected to sell in five years. One critical issue there was that the IBM
PC had a base model that sold for just over $1,000. Will Scott go for the
gold and make a high-quality machine within a small factor of that price
point? It's certainly technically feasible with his technology. And while
IBM had that low-price entry-level machine, most of its sales included disk
drives and other accessories that doubled or tripled the price out the door.

Congratulations Scott on this momentous marketing agreement. I look forward
to seeing what you ship to fulfill it.

Marshall Burns

www.fabbers.com <http://www.fabbers.com/>

PS, don't forget that the other big winner from IBM's launch of the PC was
Apple. IBM's entry into the market woke people up to the technology of
personal computing. If Stratasys and HP do this right, their success will
lift all boats in the industry, including Rep-Rap.

  _____

From: owner-rp-ml@rapid.lpt.fi [mailto:owner-rp-ml@rapid.lpt.fi] On Behalf
Of edgrenda@aol.com
Sent: Wednesday, January 20, 2010 10:32
To: rp-ml@rapid.lpt.fi
Subject: [rp-ml] Stratasys stock soars on news of 3-D printer deal with
Hewlett-Packard

Hmm...

"Stratasys stock soars on news of 3-D printer deal with Hewlett-Packard

By Brad Allen | Published Wed, Jan 20 2010 9:53 am

Tuesday was a big day for Stratasys Inc. (Nasdaq: SSYS) after the company
announced it had inked an exclusive distribution deal with Hewlett-Packard
(NYSE:HPQ) to develop and manufacture an exclusive line of 3-D printers.

Stratasys' stock shot up nearly 44 percent to reach a high of $25.60 on the
news, with trading of 2.6 million shares, more than 25 times normal
volume...."

RE:

http://www.minnpost.com/bradallen/2010/01/20/15142/stratasys_stock_soars_on_
news_of_3-d_printer_deal_with_hewlett-packard

Stratasys' N/R:

http://www.stratasys.com/investors.aspx?irp=news
<http://www.stratasys.com/investors.aspx?irp=news&nyo=0> &nyo=0

Ed Grenda
Castle Island Co.
EdGrenda@aol.com (email)

The Worldwide Guide to Rapid Prototyping
http://home.att.net/~castleisland/
Received on Wed Jan 20 22:24:54 2010