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Thursday, January 04, 2018 9:31:02 PM
Here's another one -- and I'll preface this by saying that I also was intrigued by the video of the presentation featuring Melissa Orme. When we first learned of the possibility of a merger with Morf I researched Orme and became, and remain, impressed. Her employment at Morf is perhaps Morf's greatest asset.
Anyway, I've watched the video clip a few times with particular focus on that 57th minute. I think it's certainly possible that Sigma might be involved in the group of companies which she references without naming. But, I still can't quite set aside my uncertainties that she had Sigma in mind because of her description of the firms as "...very large, well-known, global companies..." And I'm wondering if there are any specific reasons that you may find persuasive here?
She does mention, in her description of the types of firms in the group, "a software company." I suppose it's possible that her description of "very large" etc could apply to some, but not all of the planned group members. But, are there other software companies that we know of that Morf has partnered with, which could be the intended software co member? I know Altair has partnered with Morf in the past and from my quick research they appear to be a software firm. But perhaps they don't fit the group project, and what we know of it, as well as Sigma might? (I really don't know what Altair does and how they might or might not fit the complete digital thread...Wasn't that the term that was used in the discussion?) So...wondering your thoughts re Altair as a possible group member and any other software companies, if there are any, that have been attached to Morf in PRs.
Certainly there are a variety of compelling recent developments for Sigma, unrelated to Morf-- notably 3DSim and LZN -- and the future with Morf may not be pivotal, but I think I'd still like to see an expanded relationship between Sigma and Morf.
Thank you for your thoughts.
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