They know that the market is literally exploding with innovation as well as some pretty staggering adoption rate trends. Stratasys is firing on all cylinders, but 3D systems should remain right up there with them from a manufacturing printer standpoint. As for their consumer level desktop devices, they have a far way to go to catch up with Makerbot in my opinion. I do have a feeling we will be seeing something new from 3D systems for consumer within the next 6 months. They know they need to compete here as well.

I think that analysts are drastically underestimating the true potential and amount of money which is going to be made from desktop printers. I think ultimately it will be SLA printers though and not FDM.