Laser sintering had a head start on EBM. So it may have already leaped the chasm, and is on the rapid uptake curve of the technology adoption life cycle curve. EBM is further behind , pre-chasm. If/when it jumps the chasm it's uptake will accelerate.
IOW I don't think that share of a growing market like additive means much at this stage,. So far the applications of lasers and electron beams don't overlap much, though as EBM matures that may change.
Nor do I think analysts are going to be much use predicting usage of a rapidly changing technology very far out into the future. Particularly from the small base of Arcam, just production of 2 or 3 parts could make a big difference. And all that free EU research will be incorporated into Arcam products at some unknown time. EBM will improve faster than the more mature laser processes.
Not to say that I wouldn't like to find a good laser based company to buy but the best ones are privately owned
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