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truthandlove

12/16/14 12:59 PM

#27686 RE: crook717 #27685

Sigma's technology is outpacing the industry for the most part. The exceptions would be Sigma's partners. And these players are not afraid to up their bets on Am apparently. Just waiting to see how the hand plays out. But feeling pretty good about Sigma's cards right now; imo of course.
GLTA

monkeybuilt

12/16/14 1:11 PM

#27689 RE: crook717 #27685

But once again you don't know that the demand is not there:

Yes, but to Alan's point it is a concern that the demand isn't higher for a highly anticipated product.


That is completely unsubstantiated. It's waaaay to early to make a comment like that. INSPECT has only been available this quarter and there are likely only about a dozen clients that would be early adopters. It's also not the type of product you download as a free trial; and as for part production, the printer was just installed.

Mark indicated that revenue would start this quarter. They have been good at delivering on their promises to date. I suggest waiting for the relsults of the quarter before making statements like the above. Again, we know they brought in $150K in November. Let's see where that came from.

I agree that they did not handle their early funding well but this was also before the 3D printing hype cycle. If they were new and looking for funding now, they'd likely have no trouble whatsoever. I think they've learned a lot since then and you can't change the past. On that note, they are receiving some significant grant awards of late.

As for this:

Don't assume you are the only one that knows about Sigma...Sigma has been vetted out by many already, yet the interest is almost none.


I certainly don't believe that I'm the only one that knows about Sigma either, but I do think they are under the radar a bit. Remember, you invested in them too ;-)