I believe that doesn't include the GM sales that happened lately.
Metal fabricators will evaluate these machines and probably purchase more sooner or later. Obviously hobbyists aren't going to either buy or need industrial production machines, while on the other hand, many things that are now commercially produced in plants, will begin to shift over to individual users, like for instance silverware. As consumer level users discover that silverware is often in demand by restaurants etc., they will begin to fill this need with highly customized small production runs. Thus industrial mfg's will become more focused on cookware and larger pieces that the smaller users can't produce.
Hobbyist will probably learn that they can create income by making smaller kitchen pieces and dinnerware, once things like that take hold the shape of industrial production will begin to change, but it will take a while before small makers are producing enough volume or have enough customers to impact industrial mfg.
Multiply that by any other item you can think of and you can see that in each field it will take plenty of time for any impact to be felt by industry. But that still means that industry has to pay attention and be ready to change as the landscape changes or they're toast. It's a very complex mix of "if's and's and but's" and that means it's impossible to predict what the next direction will be or how fast things will move there. All we can do is guess that they eventually will move in the direction of the cheapest most flexible and efficient methods available. Which is why I figure this stock is a long term hold. No one can predict when the next step or steps up will happen, how fast or how large they will be or even where.
But, one cannot deny that it is exciting technology and that it bears constant watching by industrial and private users.
