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Monday, October 30, 2017 8:48:24 PM
In particular, on the Q & A, at minute 36:50 an analyst asks about their 'Digital Inspection Reporting"
(I'm unfamiliar with any specifics of Protolabs' Digital Inspection service... What I found interesting though is that the co's CEO makes what sounds like essentially a very similar set of points as we have heard from Sigma mgmt -- regarding engineers being slow to change away from traditional inspection practices which are both more expensive and less efficient. Protolabs' CEO emphasizes the potential for both cost savings and efficiency and indicates that they are starting to receive requests for digital inspection reports so that their customers who are interested in gaining experience with digital inspection can do so...
There also was a question asked in re to 3D metal printing and the degree of interest that Protolabs is seeing there and whether they see a shift towards more 3D printing with metal in their business, (vs plastic), and as I recall from the answer, it seems Protolabs is seeing growth in both plastic and metal production... Their revenue growth for 3D parts production, specifically, is somewhere around 12% or 13%, for the quarter, overall, as I recall.
Anyway, I'm not sure precisely the degree to which either of these points -- Protolabs' 3d metal printing growth, and their digital inspection reporting service-- is relevant to Sigma and what we are hearing from Sigma's management, but I believe there is some relevance on both points, (perhaps a lot), which may underscore the credibility of what we are hearing from Sigma, and welcome your thoughts.
https://edge.media-server.com/m6/p/epn5s29w
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