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I have a little piece of DDD and Stratasyst and would like to buy into Dassault if the price comes down a bit more. One thing that I haven't been able to find out is who makes the printers that these companies sell. Do they each own their own manufacturing facilities? Do they contract out to individual, separate companies? Not sure that it makes any difference for investing but I like to understand as much as possible about the company/companies I'm buying.
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My understanding is that they only make 3D modeling software, I don't know of them actually creating printers.
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Both DDD and SSYS manufacture printers. As was noted, Dassault is a software company that makes 3D CAD software as well as other manufacturing software. Autodesk also makes 3D CAD software (they invented AutoCAD). I am less interested in the software companies than the printer manufacturers. Many companies are getting into the 'beginner' CAD software business, including DDD. I don't see the growth in these software companies that we are seeing in DDD and SSYS.
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colleran, thank you for the information. I followed some of your posts and discovered that there is a 3D printing board. Perhaps I'll see you there. Haven't had a chance to visit there yet but I'd like to look into companies that actually build 3D printers, if they exist separately from the software companies.
And, yes, it's amazing that an industry as big as railroads hasn't incorporated computerization into some of their most basic functions.
D
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