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Re: midnight horseman post# 81881

Saturday, 07/15/2023 11:46:06 AM

Saturday, July 15, 2023 11:46:06 AM

Post# of 81999
Horseman, I am still here. Just back from hiking some mountains in Tennessee.
I still have my entire position in SASI. It has not been pretty though that's for sure. My take on it remains the same. The entire metal 3D space has been an example of how not to launch a new technology. The amazing degree of disjointed, unorganized work, secrecy, segregation and manipulation within the industry has prevented any success. Losses across the industry, regardless of who you are talking about, are large. Nobody is being successful. The industry now will either wither and die, or seriously consolidate to a hard core.
In-situ analysis will be necessary for metal AM. There is no other way to mitigate very costly production risk without it. If the metal AM industry goes on to live, then in-situ will be a part of it. And as I have said many times before, SASI's patent portfolio is their key to value. If you have in-situ, then you must have the patents too. The patents will be acquired one way or another, whether SASI survives or not, if metal AM is to continue. So I wait to see who wants the patents.

All the best,
Silversmith
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