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Pisd

12/06/17 4:11 PM

#55454 RE: RiskReward1 #55453

Good points, but still, if all those things were true don't you think there should be some kind of payment behind that? Because if nobody is paying Sigma for all the contributions, then there is something wrong.

To me it's a lot easier to let the market do a lot of the work for you, for example when this is up 50%, I'll be thrilled to see why. If it's from some huge revenue deal, OEM, intel inside, etc, then I'll know to buy some Sigma stock at that time, having missed the first little bit.

In fact that may never happen, but if it does I'll be watching to pile in with you guys. Until then I'll remain on the sidelines waiting for any news involving Sigma getting paid for something. I don't think one needs to research this thing anymore, just have to wait to see if they can sell it, imo.

Again, GL

As I have said previously I'm come at this Sigma handicapping exercise as a businessperson, not as a technician. And I agree, from the businessperson's standpoint, that the 3DSim partnership is the most intriguing recent development. I have also had the impression that this may be more meaningful because of Ansys' purchase of 3DSim.

I would add, as far as Ansys is concerned, that in addition to a much larger company selling FLEX, what's notable to me and could reflect some confirmation of value in PrintRite is:

Flex, as 3DSim's new, soon to be released product launch, would seem to be a product that Ansys is excited about -- (otherwise why buy 3DSim? It's not as if they have 20 different software products. Yes they could also be buying some other points of value -- such as impressive engineers and perhaps IP, that aren't necessarily apparent from the outside...but they must believe in FLEX or they wouldn't have been impressed with the team, the technology, etc...and they would not have purchased 3DSim ). And there may be an indirect nod of validation here of PrintRite from Ansys, in addition to a vote of confidence in PrintRite by 3DSim.

Also, relatedly, Ansys' purchase of 3DSim having closed, (closed, as opposed to an announcement of a deal which could have meant that Ansys' due diligence remained incomplete), within a week of the announcement of the PrintRite module inclusion within FLEX - indicates to me that Ansys liked the idea of the PrintRite module -- that their engineers had seen whatever data 3Dsim had on PrintRite working together with FLEX and found that persuasive enough to be fine with 3Dsim advertising the optional connection to PrintRite within FLEX, a mere few days prior to the announcement of Ansys' done deal with 3DSim.

Does this mean anything in the absolute? No. But I find it notable and encouraging.