Alan,
There are huge unknowns here. What the market is telling me is that this deal,is seen as a positive. Even without having all of the details illuminated. Highest volume in three years - red or green day. Significant pps pop. Will it be sustained depends on follow up events.
The structure of the deal, the benefits of having the OEM build in the hardware and install the software, the possible warranty issues of installing the sensors etc after the delivery of the machine, etc are all unknown.
Will purchasers of the machines be incrementally more willing to purchase PR3D because the manufacturer is implicitly or explicitly endorsing it by including it as an option?
I do not know the answers. Nobody does. There is no absolute certainty, but I personally believe that this deal is net positive, not only in terms of revenues but also in terms of consensual validation of PR3D and the improved position SGLB has in future dealings with investors or bankers because this deal exists.
On balance, I think it is a good thing. I am neither trying to oversell the impact, nor am I trying to minimize the impact of this deal. It is more than just a single step toward success.
patience and GLTA
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