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MasonM

08/17/18 2:35 AM

#60699 RE: Hawks023 #60698

Rice's usage of "my good friend Ivan" during the CC was not at all convincing, to me. I agree with your points, Hawks. I'm still somewhat optimistic about this stock, but I think the Morf3D relationship has gone the way of GE and several others. Rice (wisely) speaks kindly of all potential allies, in hopes that there might still be a spark lingering and maybe something can be rekindled. The way he talked about Morf's innovation center and needing to have dinner with Ivan to see if there's a way that SGLB can get involved tells me that they havent spoken in months, and Rice is not at all involved with Morf3d, nor their innovation center.

Capt_Smith77

08/17/18 4:46 AM

#60700 RE: Hawks023 #60698

When did the CEO ever claim that they weren't going to use their product? Long term plans, or however it was worded is far different than saying that you won't be using a company's product.... at least that's how I viewed the response.

As long as the product works as advertised, they'll sell it. That likely includes the Innovation Center at Morf3D, assuming they're using it for production purposes and not prototypes.

My only concern at this point is that there may be an issue with a lack of inventory of hardware/software. In hindsight I wish I had been awake for the conference call to inquire about this.

If an end user preparing for production cycles were to call them up and say, "We need ten units installed within three months", is Sigma able to deliver, or what exactly is the time frame? How about thirty units, hardware and software?