Arcam

Saul,

All of the 3D stocks have gotten hammered, including Arcam. However it appears to be capable of sustaining its 70% growth rate.

If it continues to get beaten down would you consider reentering?

The downside is that it is hard to follow, expensive to enter and exit, and is thinly traded.

Jim

Jim, I probably would try Arcam again if it got low enough. At Schwab I can buy it in Sweden on the European Nasdaq. The commissions are more but there’s lots of volume and reasonable spreads, which makes it more practical. They do have a 3D machine that works in metal and they have orders for it. One concern is that they don’t seem to have a big upsurge of orders so it’s not clear where the promised growth will coming from.

Saul