3D Systems Is Still On the Prowl
Previous acquisitions.
We’re contemplating what this means. It’s pretty clear that 3D Systems is on a tear to become big. Now, we realize they (and Stratasys) are already the 800lb gorillas in the 3D printing space, but we think they aim much higher. Already 3D Systems is valued at well over USD$1B and there are lots of opportunities to make that much larger.
What will be interesting to watch as this goes forward is how far up the value chain they go (service provider as well – consulting, business support, etc) or just more of a holding company?
-Shlok
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