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Friday, October 5, 2012

3-D Printing: next life-changing technology megatrend?

I'm not a tech guy and cannot really say too much about this field. But late days, you probably have also heard a lot of talking about 3-D printing. It seems this technology will become part of our life pretty soon. Even as a layman, I'd think this will be a huge market. Today, I'm really shocked and amazed to see this video: the 3-D technology to be used for making a lightweight and flexible working prosthetic for Emma, a magic arm. This is really a life-changing technology, which will change everything we rely on such as how to make or build medical implants, homes, airplanes, etc. That's why it is estimated that this industry is worth at least $1 trillion ( $1000 billion). I think this is a super megatrend one should not miss. So which company is the leading manufacturer for 3-D printer? Stratasys Inc. (SSYS)! Well, as you can see from the chart below, those early investors sensitive to technology have already jumped into this company. In the past year, SSYS has advanced 3 times. At a PE ratio of 70, I think it is a bit too pricey. I will be patiently monitoring this company and jump in if it comes down in the next few months. In the long run, there is a huge potential to get onto this train.


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