AM is still at the innovation stage on the curve, that's what I meant to say earlier, not the adopters stage. It's a subjective statement but gives me a little perspective.
I agree that it's hard to find another company with a compelling story behind it. I would watch Sciaky closely in case they go public but I don't believe they are a threat to Arcam's core business.
Others to consider: SLM Solutions Group AG, and Protolabs?
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