Still interested in SSYS as a potential investment. But I don't yet understand what their moat really is. It seems like there are a whole bunch of companies out there in the 3D printing space (not just SSYS and DDD). And SSYS may have a leading market share right now....and a first mover advantage. But what do they have that really amounts to a moat? Is there some part of the business that they own and have enough IP that others can't enter it? OR are there high switching costs that can be maintained over time?I spent some time investing in fiber optics companies right as they were taking off during the first internet boom. I learned the hard way that market share and first mover advantages do not automatically mean you have a moat.Again, I'm not pretending to be an expert. Just want to get some responses.Cheers,J
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