Re: Stocks

From: Steve_Farentinos (
Date: Mon Feb 23 1998 - 17:16:14 EET

Marshall Burns wrote:

> So here's the question. Is the level that the fabricator companies
> are at today a good, solid base for growth, even though it might look
> depressed by comparison to the higher level they were at last year?


 I believe the market for these first generation fabricators is saturated,
at least in the US. I see this first hand in the form of competition among
service bureaus. The prices quoted for SLA parts lately is very low
compared to a year ago. I believe many service bureaus are actually
loosing money on a substantial part of their RP work, and making it up on
follow-up tooling and other services.

For this reason, stocks will remain low until the machine manufacturers
come up with products that offer substantial benefits over what exists
today. I think Z corp has hit the nail on the head with their system, if
it really is 10 times faster than all the rest.

So my answer to your question is: Current stock prices are tolerlable if
the fabricator manufacturer is at work developing radically new or improved
technology. Otherwise, watch out.


Steve Farentinos
PML, Inc.
201 W. Beach Ave.
Inglewood, CA  90302
310 671-4345
310 671-0858 Fax
310 671-1862 BBS

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