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alanthill

04/07/14 4:35 PM

#15268 RE: MDuffy #15263

Duffy:

It's all a matter of scale. SGLB certainly has the in-house talent. Could they independently support another customer or two besides GE? They probably could. Could they support sufficient new customers to justify a 560 million dollar market cap ($1.00 per share is what many here seem to be forecasting in the reasonably near term)? Clearly, no they could not. In my opinion it would be a mistake for them to even try. Their primary strength is in product development and every resource they devote to supporting end-users diminishes their abilty to transfer R & D from the LAB to the outside world. They need to stick to what they do best and contract with others to carry the rest.