Don't know about the technology aspects as they are still underdevelopment and looks like another bogey man competitor at least near term and who knows re long term.
But unless I misunderstood a couple of arcam PRs, you have already lost your bet Trader. It is my understanding that airbus has already bought arcam printers and I think added also. Now they may be for just research, the 4th leg of arcam's sales, but they were bought by airbus and I assume for a reason. But as I've said elsewhere, on this and other issues, the jury is still out. Lets wait and see how the allocation of work plays out. I suspect the answer will be a combination of technologies and printers and it just does not pay to fear any new technology as a potential arcam killer. So many are going nuts about hP, but HP does not even have a proven plastic printer out yet much less metal and unless its metal, or a substitute for metal, its not a arcam threat.