Free Republic
Browse · Search
News/Activism
Topics · Post Article

Skip to comments.

3D Systems: 4-D Printing A Threat To Long-Term Margins?
SeekingAlpha ^ | 27 Feb 2014 | AtonRa Partners

Posted on 02/27/2014 11:17:37 AM PST by shove_it

The 3-D printing technology is evolving so fast that 4-D printing, i.e. the combination of high resolution 3D printers with smart materials that change their shape in response to outside stimuli, is already there. The rising importance and complexity of materials suggests in our view that 3D Systems' (DDD) input costs will rise in the future, putting some pressure on the margins of its key consumables business.

We reiterate our view that consensus margin expectations are way too high on 3D Systems and that the stock is a Sell. For those willing to invest in the 3-D printing sector in these uncertain times, an interesting and lower risk strategy would be to go Long Stratasys (SSYS) and Short 3D Systems.

What is 4-D printing?

While 3-D printing is still in its infancy, a new technology is already making the buzz: 4-D printing. Actually, 4-D printing is an evolution of 3-D printing: instead of building static 3D items, the technology allows dynamic materials to self-assemble into different shapes after they have been printed or to evolve over time in response to their environment. The "fourth dimension" represents change and time...

(Excerpt) Read more at seekingalpha.com ...


TOPICS: Business/Economy; Culture/Society; News/Current Events; Technical
KEYWORDS:

1 posted on 02/27/2014 11:17:37 AM PST by shove_it
[ Post Reply | Private Reply | View Replies]

To: shove_it; null and void

4D ping, ping,ping,ping


2 posted on 02/27/2014 11:19:00 AM PST by shove_it (long ago Orwell and Rand warned us of ObamaÂ’s America)
[ Post Reply | Private Reply | To 1 | View Replies]

To: shove_it; AFPhys; AD from SpringBay; ADemocratNoMore; aimhigh; AnalogReigns; archy; ...
3-D Printer Ping!
3 posted on 02/27/2014 11:20:08 AM PST by null and void (<--- unwilling cattle-car passenger on the bullet train to serfdom)
[ Post Reply | Private Reply | To 1 | View Replies]

To: All

Reardon metal is unsafe. Its for the children...


4 posted on 02/27/2014 11:20:15 AM PST by longtermmemmory (VOTE! http://www.senate.gov and http://www.house.gov)
[ Post Reply | Private Reply | To 1 | View Replies]

To: shove_it

I’d say if they were to make this technology production ready, it will be the end of most Chinese manufacturing companies, which means HUGE unemployment in the biggest country in Asia.


5 posted on 02/27/2014 11:34:04 AM PST by SeekAndFind
[ Post Reply | Private Reply | To 1 | View Replies]

To: shove_it

This means you can bring rapid prototyping inside the facility. Why would you send your early, proprietary intellectual property to China for prototype development?

This is a good thing.

While I’m at it, there should be a thread about the genius of Mark Zuckerberg.

The feds spy on Facebook. People post nude selfies to facebook and wreck their lives.

What does this guy do? He spends big bucks buying companies who CAPITALIZE on fulfilling basic human weaknesses with complete privacy. They will look back on the funny money he spent to buy those apps and it will be cheap. Smart dude. I predict that he tumbles out OK while Microsoft, Google, Yahoo, and Verizon all buy the farm over the privacy thing.


6 posted on 02/27/2014 11:39:05 AM PST by RinaseaofDs
[ Post Reply | Private Reply | To 1 | View Replies]

To: SeekAndFind

Why won’t the Chinese just do it cheaper? They will build their own 3-D printers.


7 posted on 02/27/2014 11:40:46 AM PST by Beagle8U (Unions are an Affirmative Action program for Slackers! .)
[ Post Reply | Private Reply | To 5 | View Replies]

To: Beagle8U
Why won’t the Chinese just do it cheaper? They will build their own 3-D printers.

Bingo. That's what the ChiComs do best, steal intellectual property.

8 posted on 02/27/2014 11:52:32 AM PST by shove_it (long ago Orwell and Rand warned us of ObamaÂ’s America)
[ Post Reply | Private Reply | To 7 | View Replies]

To: Beagle8U

RE: Why won’t the Chinese just do it cheaper? They will build their own 3-D printers.

OK, let’s say the Chinese do make 3-D printers...

How does that help the current Chinese workers who make the products that the 3-D printers can make?

Unless of course, you can convert everyone in China to a software engineer developing the software for 3-D printing.


9 posted on 02/27/2014 12:06:42 PM PST by SeekAndFind
[ Post Reply | Private Reply | To 7 | View Replies]

To: SeekAndFind

A 3D printer is a machine. They will have no problem making them. They can also steal the software.

2D printers won’t save Mfg here, because it will still be made in China/India.


10 posted on 02/27/2014 12:39:39 PM PST by Beagle8U (Unions are an Affirmative Action program for Slackers! .)
[ Post Reply | Private Reply | To 9 | View Replies]

To: shove_it

thanks! :)


11 posted on 02/27/2014 2:09:24 PM PST by 4Liberty (Optimal institutions - optimal economy.)
[ Post Reply | Private Reply | To 1 | View Replies]

To: shove_it

Dump everything you have that is making money because “in the future” something is coming that will be way better. 4D is interesting and probably will come into use but I don’t think it’s time to panic yet.


12 posted on 02/27/2014 6:15:41 PM PST by Lurkina.n.Learnin (This is not just stupid, we're talking Democrat stupid here.)
[ Post Reply | Private Reply | To 1 | View Replies]

Disclaimer: Opinions posted on Free Republic are those of the individual posters and do not necessarily represent the opinion of Free Republic or its management. All materials posted herein are protected by copyright law and the exemption for fair use of copyrighted works.

Free Republic
Browse · Search
News/Activism
Topics · Post Article

FreeRepublic, LLC, PO BOX 9771, FRESNO, CA 93794
FreeRepublic.com is powered by software copyright 2000-2008 John Robinson