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George Anast, M.D.

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  • 3D Printing Debunked, Part 2: Industries [View article]
    Andreas, your article is having the same effect as slamming the door when leaving the dog lab.
    Apr 17 11:51 AM | Likes Like |Link to Comment
  • 3D Printing Debunked, Part 2: Industries [View article]
    Andreas, you have great insight. I could't agree with you more.

    Smart people have been figuring out how to make things cheaply, and in volume, since the dawn of the industrial revolution. 3d is just one of the latest of those "break-throughs." Peter Drucker was fond of pointing out that it takes about 40 years for any thing new, and of real value, to be generally accepted. If so, 3d has another 20+ years to go. For now, it's rapid prototyping and low volume fabrication of complex metal parts made without the need for tooling. But, as I said, there are a lot of smart people out there. Who knows what they will come up with.

    As far as some of the comments already made on your excellent article, I will close with an old German proverb."Wem nicht zu raten ist, dem ist auch nicht zu helfen."
    Apr 17 08:30 AM | Likes Like |Link to Comment
  • 3-D Printer Arcam AB Will Give An Update On Their New Fast EBM Project Soon [View article]
    Today's order from China is a repeat from an established owner. Good sign. The stock is up today in Sweden and the U.S.. Things seem to be in "steady state", and that's good!
    Apr 4 11:23 AM | 1 Like Like |Link to Comment
  • Valuations Are Higher Than Most Think - Risks Are To The Downside [View article]
    Captain Blair know full well the importance of seeking a well defended, safe place from which to direct his command when danger threatens. Here, he is taking a page out of his family history, remembering the immortal words uttered by his great great grandfather, Admiral Blair, at the battle of Manila Bay. "You may fire when you are ready, Gridley…..I will be down in the chain locker."
    Mar 27 07:35 PM | Likes Like |Link to Comment
  • Valuations Are Higher Than Most Think - Risks Are To The Downside [View article]
    Captain Blair makes good sense. It's been a good voyage so far, but there are a few clouds on the horizon and the glass has become unsteady. Probably a good idea to stow all the loose items on the deck, see that the lines are properly coiled and secured, check the weather again, and if the wind picks up be ready to reduce sail.
    Mar 26 05:09 PM | 4 Likes Like |Link to Comment
  • 3-D Printer Arcam AB Will Give An Update On Their New Fast EBM Project Soon [View article]
    Looks like all the 3d stocks are in the barrel. All the hype about HP coming in, is just that. Short interest in 3D is high, 28M shares +. SSYS only 2M +. I suspect this is as much a push by the shorts as anything else. The process is great and gaining acceptance all over the place. Cautious optimism is the order of the day.

    Arcam is quiet. Orders are dribbling in, but still slow. It would be nice to see three or four a month, but the year is young. We have three more quarters to go. The best sign would be to see companies ordering their second or third machines. Things are picking up world-wide. Arcam's turn will come….hopefully!
    Mar 24 12:11 PM | 1 Like Like |Link to Comment
  • 3-D Printer Arcam AB Will Give An Update On Their New Fast EBM Project Soon [View article]
    I agree completely. Nahojson. When hip replacements first came out the company I dealt with got caught up in the craze for investment casting. This technique works well, produces exactly sized parts and is very productive. Unfortunately it was very unreliable, or at least the company didn't stress test the parts as they should have. Many that were implanted broke. Getting out the broken pieces was very difficult and I ended up with some pretty bad limps. After the second break I quit using the parts and the company went back to forgings. The American gun company, Ruger, has really perfected the process and now make virtually all their guns by the investment process…except the barrels (I think).

    For years, and probably still, hip prostheses made of vitallium, a cobalt, chrome, molybdenum alloy were cast because of the difficulty of working this metal. The process was good as breakage was very rare. ARCAM is able to use this alloy. It is still very reliable in the body and has a low coefficient of friction with polyethylene. The Titanium/Aluminum alloy that DiSanto/Arcam uses for the hip has to use a vitallium, or maybe a stainless steel ball attached to the stem. by a Morse taper, to articulate with the plastic. Titanium and polyethylene are bad news. That was learned the hard way here in the states. The coefficient of friction is terrible and the plastic wears rapidly.

    The mechanical consistency of EBM produced items is obviously one of the big benefits. Four machines in the same shop will produce, ideally, identical products. ARCAM has to confront throughput time, build size and surface finish. As these issues are solved the process will really take hold. Nahojson, I'm an old man, too, but I would like to live long enough to see if we were both right. All the best for you, me and the stock…George
    Mar 21 01:26 PM | 1 Like Like |Link to Comment
  • 3-D Printer Arcam AB Will Give An Update On Their New Fast EBM Project Soon [View article]
    Casting has been around a long time and is very efficient both from the standpoint of time and cost. Note the ability of the Italians to produce cylinder heads in high volume at a very competitive price. EBM will probably not replace this technology in the near term, but EBM can make intricate parts in one piece that may require the assembly of several pieces make by conventional casting. The ability to make complex parts without tooling is where EBM will dominate. And, of course, don't discount the Swedes. They are an inventive and entrepreneurial bunch that may come up with a mass production variation that takes out most all the competition: but not tomorrow. We have to remember that additive manufacture is in its infancy. As in the case of children, who knows what it will look like when it grows up!
    Mar 19 12:31 PM | 1 Like Like |Link to Comment
  • 3-D Printer Arcam AB Will Give An Update On Their New Fast EBM Project Soon [View article]
    Ah!! just the news we were looking for. No doubt accounts for the "bump" the stock is enjoying today. Encouraging sign.
    Mar 18 12:54 PM | 1 Like Like |Link to Comment
  • 3-D Printer Arcam AB Will Give An Update On Their New Fast EBM Project Soon [View article]
    Thanks for the kind words, vreteno, and I'm glad you like the stories and sayings. They are the seasoning of communication: makes the talk more palatable.

    The stock is up today. I have the feeling that the day traders have latched on a bit. Makes for a rocky ride. The company seems totally solid and I see nothing on the horizon to disturb that opinion. Just be sure to remember that opinion occupies a gray area in-between knowledge and ignorance. All the best. Keep the faith..\
    Mar 14 02:21 PM | 1 Like Like |Link to Comment
  • 3-D Printer Arcam AB Will Give An Update On Their New Fast EBM Project Soon [View article]
    You have to differentiate between the stock price and the value of the company. Arcam has not lost any value. It's still a good company with a great future. The market is down, but Arcam still is the leader. As I've told GVI, when the cops raid the brothel, they take the good girls along with the bad girls.

    This is a difficult time, and hard to seek pink sheet stocks. Unless you are, for some reason, desperate, hold on. I am…gta
    Mar 13 11:49 PM | 1 Like Like |Link to Comment
  • 3-D Printer Arcam AB Will Give An Update On Their New Fast EBM Project Soon [View article]
    Beautifully written piece. Clear and concise with just the right illustrations. I had not considered the replacement part market, but it is a real winner. For the parts made twenty years ago the tooling is long since gone, or readapted to new builds. It would be interesting to know how many Arcam units are in use at this facility and what sort of volume they do. Again thanks to nahojson for ferreting out the material..
    Mar 11 08:51 AM | 1 Like Like |Link to Comment
  • 3-D Printer Arcam AB Will Give An Update On Their New Fast EBM Project Soon [View article]
    The Barron's article never mentions ARCAM. Worth reading to see what some are saying, but no information of any real value.

    http://on.barrons.com/...
    Mar 10 09:29 PM | 1 Like Like |Link to Comment
  • 3-D Printer Arcam AB Will Give An Update On Their New Fast EBM Project Soon [View article]
    Articles duly noted. Interesting, and in Arcam's favor.

    Personally I have observed that in Arcam's case, not only is the electron beam focused; the entire company is focused on only one issue: EBM. 'the company seems savagely professional, single minded and centrally driven. In early development this sort of management is crucial. The company has chosen two industries they can impact significantly. They are not invested in screen doors or new ways to make vacuum cleaners. They seem solely intent on gaining market share in areas where they are clearly superior. Among my old friends in the shooting fraternity there was saying, " Beware of the man with only one gun. He probably shoots it very, very well." It's not hard to transpose this saying into the world of industry. Arcam has only one gun: an EBM.
    Mar 10 05:34 PM | 2 Likes Like |Link to Comment
  • 3-D Printer Arcam AB Will Give An Update On Their New Fast EBM Project Soon [View article]
    I agree, particularly with your last sentence. Firms buying their second or third machine would be a VERY encouraging sign. For a company to buy one as a curiosity is of little benefit to ARCAM. The process has to be proven integral to production. Then ARCAM and the STOCKHOLDERS benefit!!
    Mar 8 01:33 PM | Likes Like |Link to Comment
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