lundi 28 janvier 2013

Mon sujet du 14 décembre 2012 sur radiopirate.com


It seems that every time I write about the sky-high valuations of 3D Systems DDD.nyse and Stratasys SSYS.nasdaq they just keep on trekking higher (you're welcome!). There is no doubt that the 3-D printing industry will continue to grow and find new customers and applications. According to The Wall Street Journal, analysts estimate that 3D Systems and Stratasys will grow 45% and 39%, respectively, in each of the next three years. However, as more and more investors pile into the companies you have to start asking the question: "Is this a bubble?" 

3D Systems made 16 acquisitions in 2011, while Stratasys and Objet merged last year to form the current $3.7 billion company. Industry consolidation happens all of the time and with several large companies racing to acquire assets there are big premiums to pay.

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