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

'Hmm' and 'momentous' were two of the many noises all over the blogs
and tweets yesterday as the news broke.

Personally I do believe this is a significant moment in the industry's
history. It's going to be at least a 12 month period before we can
gauge it, but I wouldn't be surprised to see other 2D/3D vendors
hooking up in the meantime.

An interesting aside to Marshall's comment on the 'success lifting all
boats in the industry', is the speed with which the boats were rising
prior to this news. I was taken with Joseph Flaherty's post on
Replicator on Monday: http://replicatorinc.com/blog/2010/01/makerbot-math/
. Although I agree that this Stratasys/HP news is potentially a huge
accelerator that could see unprecedented growth all round.

Rachel Park | RP Editorial Services
t: 07515 741188
e: rachelp@rp-editorialservices.co.uk
w: www.rp-editorialservices.co.uk

On 20 Jan 2010, at 20:13, Marshall Burns wrote:

> “Hmm” is right. Could this be the IBM moment?
>
> The press release at http://phx.corporate-ir.net/phoenix.zhtml?c=61402&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&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
>
> 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&nyo=0
>
>
> Ed Grenda
> Castle Island Co.
> EdGrenda@aol.com (email)
>
> The Worldwide Guide to Rapid Prototyping
> http://home.att.net/~castleisland/
Received on Thu Jan 21 00:47:43 2010