Re: [rp-ml] Fabber stocks

I would say that the spike in January for Stratasys was a result of the HP agreement, which made people sit up & take notice and injected a healthy dose of confidence. The spike for 3D, in my opinion, will be as a result of the numerous acquisitions it made throughout the year & continues to make.

Best, Rachel

Rachel Park
RP Editorial Services
T: 01244 533674
M: 07515 741188
E: rachelp@rp-editorialservices.co.UK

Sent from my iPhone.

On 15 Jan 2011, at 08:35, "Marshall Burns" <ListMail2@fabbers.com> wrote:

> Doing some year-end analysis, I’ve noticed that 3D Systems stock is up by a multiple of about 3 over 2010 and Stratasys by a multiple of about 2. This may be the best annual performance of the industry’s stocks since 3D’s big spike in its early days in 1989 (which it completely lost in 1990).
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> I ran some charts at Yahoo to see this in more detail. The following two charts compare the stock performance of 3D Systems and Stratasys with the Dow Jones and NASDAQ (“IXIC”) indices. The first one covers last year, and the second the maximum range of the Yahoo interactive charts:
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> www.fabbers.com/image/stocks/FabberStocks-2010.jpg
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> www.fabbers.com/image/stocks/FabberStocks-1991..2010.jpg
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> In the 2010 chart, we see that Stratasys had a very sharp spike of about 50% around the middle of January, and then added about another 50% rise over the rest of the year. 3D, on the other hand, grew in value by about 50% over the first 10-1/2 months, had a large spike around the end of October, and then continued to climb from there. More interestingly, both stocks have left the broader market’s impressive gains for the year in the dust.
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> In the longer-range chart, Stratasys is the star, multiplying in value over 18 times since its inception in 1994, with 3D not quite doubling since either 1991 or 1994. We see in this chart the painful experience of those of us who were here ten years ago, when this industry completely sat out the huge tech boom of the late 90s. But then in 2003, Stratasys began to outpace the NASDAQ, and has continued to do so ever since.
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> I’d like to ask what people here think of the stock performance of these two companies over the past year. Is it based in actual technology or business developments, or is there some other reason the market is taking interest in these companies like it hasn’t before? Was there a discernible reason for Stratasys spike in January, and for 3D’s in October? Also, does anyone know of any other public companies in this industry today, now that DTM, Helisys, and Soligen are gone?
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> Regards,
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> Marshall Burns
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> www.fabbers.com
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Received on Sat Jan 15 10:50:42 2011