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Re: Profit post# 41462

Monday, 03/28/2016 5:54:03 PM

Monday, March 28, 2016 5:54:03 PM

Post# of 81999
Probably both, tyfoidhana.

I have long felt that Honeywell was likely a more important piece to the SGLB puzzle than GE. Don't get me wrong, I think that both GE and Honeywell are vital to SGLB. Those two accounts will cement the steep upward growth curve for SGLB, as all the other lesser AM OEMs and print contractors will follow suit. Still, I said a while back that I thought Contour was likely more important than Inspect. Inspect is more of a real time check that the whole printer/laser/powder-bed system is operating properly. Contour is more along the lines of whether the engineering and design behind the digital-part is working out as intended.

Originally, I felt that HON would be a likely buyer of SGLB, the company. Recently, I felt that one of the serious metal AM printer machine manufacturers would be a prime candidate to buy SGLB to ensure that they have the advantage over competition in selling their printers. I don't know. PR3D is likely so important to the metal AM industry that if someone made a move to buy SGLB, there might a bidding war, or a compromise by the 3D print industry to leave SGLB exist as it own company.

It looks to me that Honeywell is very much on top of their game. They are clearly at the very leading edge of establishing a robust metal AM process. There are a lot of moving parts and a lot of support technology, beyond just PR3D, to bring all together. I would guess that GE is in the same place as Honeywell. It is all there, they are just not ready yet to pull the trigger until the whole suite of build technology is ready to go.

Things are getting very interesting and very exciting.

All the best,
Silversmith
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