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	<title>Comments on: HP + Stratasys = No Big Deal</title>
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		<title>By: IVAN</title>
		<link>http://replicatorinc.com/blog/2010/01/hp-stratasys-no-big-deal/comment-page-1/#comment-3931</link>
		<dc:creator>IVAN</dc:creator>
		<pubDate>Sat, 11 Sep 2010 20:21:53 +0000</pubDate>
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		<title>By: Joseph Flaherty</title>
		<link>http://replicatorinc.com/blog/2010/01/hp-stratasys-no-big-deal/comment-page-1/#comment-2620</link>
		<dc:creator>Joseph Flaherty</dc:creator>
		<pubDate>Thu, 21 Jan 2010 23:57:07 +0000</pubDate>
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		<description>Joris, Thanks for the comment. I hate negative predictions. They are a downer and no one wins if you are right. However in all the enthusiasm surrounding the HP deal I feel like the boosters have ignored some key questions.&lt;br&gt;&lt;br&gt;Who is going to buy these new HP 3D printers. The big claim is that HP will be able to drive scale and reduce the cost of printers. Who is the customer that HP can uniquely reach? The initial cost structure will be the same so can HP twist enough arms to make sales volumes rise enough to lower the cost of manufacture?&lt;br&gt;&lt;br&gt;I think most people are conflating HP&#039;s B2B business with their B2C brand. HP is going to try to sell the 3D printer to the customer who is already buying a $20K plotter, not someone at the office supply store. So where will these customers come from?&lt;br&gt;&lt;br&gt;I find it sort of hard to believe that there is a goldmine of folks in the CAD world that haven&#039;t done the cost benefit of outsourcing 3D printing compared to buying a machine. HP certainly has a better vantage point, but I think for the majority of firms outsourcing is the way to go especially in the &quot;Great Recession&quot;. &lt;br&gt;&lt;br&gt;I hope I&#039;m wrong!</description>
		<content:encoded><![CDATA[<p>Joris, Thanks for the comment. I hate negative predictions. They are a downer and no one wins if you are right. However in all the enthusiasm surrounding the HP deal I feel like the boosters have ignored some key questions.</p>
<p>Who is going to buy these new HP 3D printers. The big claim is that HP will be able to drive scale and reduce the cost of printers. Who is the customer that HP can uniquely reach? The initial cost structure will be the same so can HP twist enough arms to make sales volumes rise enough to lower the cost of manufacture?</p>
<p>I think most people are conflating HP&#39;s B2B business with their B2C brand. HP is going to try to sell the 3D printer to the customer who is already buying a $20K plotter, not someone at the office supply store. So where will these customers come from?</p>
<p>I find it sort of hard to believe that there is a goldmine of folks in the CAD world that haven&#39;t done the cost benefit of outsourcing 3D printing compared to buying a machine. HP certainly has a better vantage point, but I think for the majority of firms outsourcing is the way to go especially in the &#8220;Great Recession&#8221;. </p>
<p>I hope I&#39;m wrong!</p>
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		<title>By: Joris Peels</title>
		<link>http://replicatorinc.com/blog/2010/01/hp-stratasys-no-big-deal/comment-page-1/#comment-2618</link>
		<dc:creator>Joris Peels</dc:creator>
		<pubDate>Thu, 21 Jan 2010 18:41:53 +0000</pubDate>
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		<description>Joseph, Risky post. This is possibly one of those &quot;there is a world market for maybe five computers&quot; statements. You know I am enthusiastic about HP but am also skeptical about the entire &quot;everyone will have a desktop 3D printer&quot;, which is my own &quot;there is a world market for maybe five computers&quot; moment. I was skeptical about Desktop Factory and also think that the true challenge does not lie the machine but in design &amp; software. Great that you&#039;re going out on a limb! I agree with a lot of what you are saying. I especially agree with the architects statement. If I was Boeing and needed a part I&#039;d get a Stratasys but if I was an architect I&#039;d get something else. The hope statement is also very valid. The reaction to the HP announcement also has a distinct &quot;in five years everyone will have a jet pack&quot; quality to it. I think this is a watershed because it has a distinct self-fulfilling prophecy about it. In this case it might be build it and they will come.</description>
		<content:encoded><![CDATA[<p>Joseph, Risky post. This is possibly one of those &#8220;there is a world market for maybe five computers&#8221; statements. You know I am enthusiastic about HP but am also skeptical about the entire &#8220;everyone will have a desktop 3D printer&#8221;, which is my own &#8220;there is a world market for maybe five computers&#8221; moment. I was skeptical about Desktop Factory and also think that the true challenge does not lie the machine but in design &#038; software. Great that you&#39;re going out on a limb! I agree with a lot of what you are saying. I especially agree with the architects statement. If I was Boeing and needed a part I&#39;d get a Stratasys but if I was an architect I&#39;d get something else. The hope statement is also very valid. The reaction to the HP announcement also has a distinct &#8220;in five years everyone will have a jet pack&#8221; quality to it. I think this is a watershed because it has a distinct self-fulfilling prophecy about it. In this case it might be build it and they will come.</p>
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