Microsoft Corporation (MSFT) Just Gave 3D Printing a Big Boost

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And of course, the importance of application availability is huge for any operating system. Sales of tablets running Windows RT have severely lagged sales of Apple Inc. (NASDAQ:AAPL)’s iPad, despite the fact that Windows RT tablets arguably offer superior features (expandable memory, dual screen mode). Buyers of Apple Inc. (NASDAQ:AAPL)’s iPad may be attracted to the larger selection of apps.

A 3D printing bubble?

Admittedly, 3D printing remains a speculative investment. William Blair analyst Brian Drab downgraded both Stratasys, Ltd. (NASDAQ:SSYS) and the other major 3D printing stock, 3D Systems Corporation (NYSE:DDD), back in May.

An in appearance on Bloomberg, Drab attacked the 3D printing stocks on the grounds of “unrealistic expectations.” He blamed media hype for the rally both stocks have seen.

“They’re focusing on two ideas. The first is…that 3D printing is going to find its way into everybody’s home…that is sort of a ridiculous idea..There are niche markets for it in the home [but it’s not for everyone.]”

Drab could certainly be right. To be fair, the stocks are trading at relatively high valuations — both 3D Systems Corporation (NYSE:DDD) and Stratasys have a forward PE of nearly 34.

However, Microsoft Corporation (NASDAQ:MSFT)’s support is certainly a step in the right direction. At least for now, most homes have a Windows computer — perhaps they could, one day, have a 3D printer as well.

Microsoft gives Stratasys a helping hand

Now that Microsoft Corporation (NASDAQ:MSFT) has put 3D printing support out there, it’s up to the developers to take advantage of it. If they do, it could go a long way in helping devices like Stratasys, Ltd. (NASDAQ:SSYS)’ Replicator 2 become a household item.

Microsoft Corporation (NASDAQ:MSFT)’s support doesn’t guarantee widespread adoption — far from it. But it at least makes it possible.

Joe Kurtz has no position in any stocks mentioned. The Motley Fool recommends 3D Systems and Stratasys. The Motley Fool owns shares of 3D Systems Corporation (NYSE:DDD), Microsoft Corporation (NASDAQ:MSFT), and Stratasys, Ltd. (NASDAQ:SSYS) and has the following options: Short Jan 2014 $36 Calls on 3D Systems Corporation (NYSE:DDD) and Short Jan 2014 $20 Puts on 3D Systems.

The article Microsoft Just Gave 3D Printing a Big Boost originally appeared on Fool.com.

Salvatore “Sam” is a member of The Motley Fool Blog Network — entries represent the personal opinion of the blogger and are not formally edited.

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