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1. Stratasys’ Stealth 3D Metal Printing Strategy
Of all the major 3D printing companies, only one lacks a 3D metal printer product:
Strategy’s. Or do they?
3D Systems some years ago acquired Phenix, from which they developed their
current ProX DMP series, which currently holds no less than five different models.
EOS has several powerful 3D metal printers, with recent machines involving
multiple lasers to speed up 3D printing operations.
Concept Laser and Arcam had 3D metal printing equipment of such capability that
they were both purchased by GE to form powerful 3D metal printing arms within
the company.
SLM Solutions was also courted by GE for their metal printing capability, but
eventually they went with Concept Laser and Arcam. Trumpf is another major 3D
metal printer manufacturer.
All of these companies and many others I haven’t mentioned are now capitalizing
on the current strong interest in adoption of 3D metal printing technology by
industry. It seems that in several key industries, most notably aerospace and
automotive, have discovered that the technology actually can provide superior
advanced parts for their businesses.
But where is Strategy’s in all this flurry of activity? You know the company who
INVENTED 3D printing (at least the plastic extrusion variety) decades ago?
They don’t offer a 3D metal printer currently. They’re missing out.
My spies tell me that the company some years ago decided to focus on a
transition to plastic-powered production manufacturing strategy, as they simply

2. didn’t have the resources to do that AND develop 3D metal printing equipment.
This strategy most recently manifested itself as a pair of fascinating
demonstration units.
These two machines, and their siblings that are no doubt in the works deep inside
Stratasys, will eventually transform the company into a much larger entity that
takes a small piece of a market that’s vastly greater than the prototyping and low-
volume production market they’re currently operating in.
So there are good things coming for Strategy’s, but they’re still on the outside of
the metal market, looking in.
Or are they?
A couple of recent developments suggest something is in the works.
One is their announcement of a deal with Desktop Metal, one of those perky
startups with an entirely new way of 3D printing in metal – and at a very low cost,
too. In this deal Strategy’s’ resellers are able to sell Desktop Metal equipment
(including the company’s future unreleased production metal machine), while
under normal terms they would have been prohibited from doing so.
Another factor is that Strategy’s actually OWNS part of Desktop Metal. They are a
leading investor in the company and thus are aware of that company’s strategy
and technology to some degree, and stand to profit through that company’s
future successes.
Finally, Strategy’s announced they’ve invested in LPW, a leading provider of metal
powder and associated hardware & software.
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