Well, if they find it useful, and I think our opinions line up there, that they do appear to see the tech as useful, then yes, they may well exercise leverage to access it cheaply, but this doesn't necessarily mean they will simply use the technology without payment "software constructs are learned and hard to prove copyright."
Maybe they will buy Sigma. I mean, if the company had a market value of 100m, 50m, 25m, 15m...then I would think the odds might be slim, but if they see enough value in the technology to be co-presenting at AMUG with Sigma, (which builds upon a history of cooperative development, over time, that MTLS, not only Sigma, has not been silent about) -- and creating a record, of the tech's usefulness, with their own PR and website post of yesterday... then from multiple standpoints, in my opinion it could be worth a few million to MTLS to scoop up the technology that they have publicly identified as useful with their technology. In Materialise's words of yesterday..."Through collaborations with partners like Phase3D and Sigma Additive Solutions, AM users benefit from a technology-agnostic innovation that offers unparalleled insights into their 3D printing process for continuous improvement."
Also, in my opinion, and others' (3dprint.com "Dream 3DPrinting Mergers and Acquisitions: Who Will Buy/ Merge with Sigma Additive Solutions?"), Sigma could have value to other industry players. There are, of course, guarantees of nothing, but I'd not be surprised -- at all -- to see Sigma scooped up, particularly given its modest market value.
Bullish
