1. DDD – 3D SYSTEMS S. Thompson October 13, 2012 1

2. Agenda Oct 13, 2012 2 1. The Revolution 2. Investment rational 3. DDD at a Glance 4. 3D products 5. Growth Opportunity

3. The technology Oct 13, 2012 3  When’s the last time you went to a print shop to have papers printed?  When’s the last time you went to a photo lab to have photos printed?  When’s the last time you went to Home Depot for a fitting? You drove to the mall for a belt buckle? You paid money for a kids toy? Or you wished someone would make you that adaptor for your corvette intake manifold cheap?  The printer put a print shop and a photo lab in your living room. This can put a manufacturing cell there too. Adios Wal Mart, and cost prohibitive 1 off’s!

4. Oct 13, 2012 4  High tech, small/mid market cap ($2B) – growth stock  Emerging technology - Leverages time horizon  Pure play on additive manufacturing  High PE, but emerging technology that is technology limited, not demand limited.  Still “Geeky” = Still opportunity. Investment Rational

5. January 15, 2011 5  NYSE Traded  Founded Valencia, California, US – 1986  Headquarters Rock Hill, South Carolina  CEO – Abe Reichental  2011 $155m Revenue DDD at a glance

6. The printers IBS 594: Doing Business in China 6 15 years ago > $100k Today < $1,500

7. Oct 13, 2012 7 What Can I make today? Variety of materials Colors Complex shapes that additive manufacturing cannot produce

8. Print your girlfriend some shoes. 8 Oct 13, 2012

9. Community & DIY Culture. IBS 594: Doing Business in China 9

10. 10

11. Downside 11 You can’t yet print unlimited double downs in your mom’s basement Oct 13, 2012 But Maybe Someday…

12. In the future!! IBS 594: Doing Business in China 12

13. (DDD)– Stock Performance Oct 13, 2012 13 1 year stock performance vs. DJIA

14. Thank You Oct 13, 2012 14  Conclusion – This stock is SEXY!.. Sexy stocks cost $.  But the growth opportunities make the price palatable. And Growth is Palpable!  Questions?

15. Links IBS 594: Doing Business in China 15  Google Finance DDD  http://www.google.com/finance?q=ddd&ei=qM95 UNi7KIXYlgOCHQ http://www.google.com/finance?q=ddd&ei=qM95 UNi7KIXYlgOCHQ  CES 2012 Cube  http://www.youtube.com/watch?v=YM0B7bhwdPE http://www.youtube.com/watch?v=YM0B7bhwdPE