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Re: TheCleos post# 6332

Thursday, 01/04/2018 11:52:30 PM

Thursday, January 04, 2018 11:52:30 PM

Post# of 6624
Arcam's developments will fundamentally change manufacturing due to design freedom, quality, control of microstructure even site specific microstructure (see post 6333), and productivity. To say more about productivity, major changes in productivity came with the industrial revolution, electricity, and computers. Now a major change is arriving with 3D manufacturing in high margin areas. So, with Arcam's technology GE has a leg up on everyone, protected by a technological moat, and the most meaningful boost to productivity since at least computers.

GE is huge, their problems seem huge (we'll see soon), but their AM manufacturing potential is larger than all of this in the long run. Since they ended up with Arcam, I'm glad they are really putting a priority on developing this.

I suspect, if nothing crazy happens in the world, that GE will come to be recognized as a kind of, what can I say, cigar-butt growth company(?) kind of like Corning (GLW) except GE is more than 5 times larger than GLW. Like a growth company, they're doing something revolutionary; like a cigar butt, it's been smoked and thrown out into the street. GE- metal additive manufacturing, GLW- Gorilla glass and much more.

Still wish Arcam was able to stand on their own. Oh well.

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