Any one of these issues can be a deal breaker and with all the hype over the past 18 months, the market has been led to believe that you can buy a high quality 3D printer for $1,000-$2,000. You can't.
Quality machines are $70,000-$1,000,000 depending on the requirements above.
Stratasys does an incredible job of marketing, which probably explains why they fared better along with the success of their low end and consumer grade product line (MakerBot). 3DS has a much wider product offering than Stratasys and their prices are pretty steep. If 3DS can't find a way to control sticker shock in a tough economy, Q3 & Q4 are going to be disappointing as well.
3DS has made some incredible acquisitions over the past 5 years, definitely catering to the commercial and high tech material & quality applications (medical, aerospace, automotive) far more than Stratasys. While earnings and expectations may be down for the industry, they won't be down for long, IMHO.
thanks for the information
That’s my understanding also. 3D systems has been on a buying spree and that might hurt them short term but in the long run they should do well.