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Well, here is a good example of the bear case:

if there is no moat, then commiditization is a problem.

Also if open-source is an actual competitor- then I would also say there isn't much of a moat.

For me, I only invested in SSYS because want to be investing in the high cost/high margin. I have no hard numbers on this, but I get the sense DDD is going more for home/small business, while SSYS is targeting more large busuiness.

I believe the home/small business will be under pressure from cheap/ open-source options.

but I can always be wrong.

long SSYS
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