Replies to post #2997 on Arcam AB fka AMAVF

[pdb2]

We agree in part but I am more optimistic. You emphasize the sales factor in evaluating the streets reaction and foresee a mixed to poor reaction if sales are only up 20%.

I disagree. I think Arcam will have an excellent ER if revenue is up 70% to 580 as I predict, that sales are 25 or greater as I predict, that back log rises from 14 to 23ish foretelling much better deliveries and consequent revenue in q1 and Rene offers some positive outlook and vision. The Revenue growth in q4 and the prospect of even greater revenue growth in q1 based on higher backlog plus vision will trump a 30% ONLY??? printer sales increase.

Have no idea what will happen to the pps but to me that would be a good ER. BUt then I thought q3 was a good ER as well. We cannot expect ever increasing sales growth as the more the base number is the harder percentage increases are. But as long as backlog is up, foretelling good deliveries along with subsidiary growth we will have nice revenue growth and the street likes that. We shall see. Remember Rene hinted this will be a great quarter.

[mauser96]

re sales--

I suspect a mild case of the Osborne Syndrome is at work.

It seems to me that big machine improvements based on Fast EBM ( and other research projects) can't be far off. The Arcam CEO did say it was "easy"

If I was a potential customer who could wait, I probably would.