once we've reaped our bountiful harvest from "The Monetization Event", I plan to obviously put a chunk into whichever leaders pick up and run with POET (e.g., Triquint, TSMC, etc., depending on how things turn out.
this is to get the full-value benefit as our tech hits the mass market between now and the end of the decade.
"the rest" (after some deserved R&R) can be earmarked for "other opportunities", of which 3D may perhaps be one.
my approach to 3D -- the same way it could be said that we're into OPL as a "recipe company" -- is to abstract away the myriad flavours of hardware, and go after the 3D "recipe companies".
not a small-cap, but Dassault (EPA:DSY, OTC:DASTY) has been on my watchlist for quite a while.
Here's a great overall article:
http://www.3dprinter.net/3d-printing-stocks-investing
and another
http://beta.fool.com/er529/2013/06/29/stratasys-buys-startup-rival-makerbot/38742/
GLTA.
cheers,
R.
