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Author: nondogmatic One star, 50 posts Old School Fool CAPS All Star Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 203  
Subject: Next question: where's the moat? Date: 7/17/2012 9:25 AM
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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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