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kanya

12/23/17 10:55 AM

#55899 RE: dtgsanjose #55896

>>> My questions: Is this new contract another "research and evaluation" contract that will take months or years more to show results? Will it bring any significant amount of cash to Sigma in the fourth quarter? Is it possible that it is a contract for Sigma to pay this other company to assist them in perfecting the software?
At least we know that Sigma continues to deal with established, reputable companies in the industry, rather than only unknowns, but beyond that I see little to help predict when Sigma can see a significant and ongoing revenue stream. <<<

I will try to answer your concerns:
> no revenue from this contract (JMHO)
> market leadership in IPQA worldwide for metal AM (JMHO)
> prediction for revenue unknown (JMHO)

General: big companies with initial metal AM serial production like GE, Siemens, Honeywell, PW, Aerojet R. etc have vital interests to optimize production yields asap.
SGLB is actually the only supplier with that potential.

This is just my limited opinion, others are more informed...