对于Desktop Metal的想法都没变。在公司研发和供应链一切都持续向好的情况下，本季度环比收入低于二季度，显然是宏观环境的巨大影响，与歌尔股份性质不同。到10月14日为止，公司23%的外在流通股票被做空。这次我不发表个人具体观点，引用CEO季报电话会议上的几句原话。
I think we're highly undervalued today at this price. And I think we will see how the next year progress as I feel bullish about our prospects. I think our bad news are all priced in.
我认为我们今天这个价格被严重低估了。我认为我们将看到明年的进展，因为我对我们的前景感到乐观。我认为我们的坏消息都被计入了价格。
I like the product portfolio that we've got. We've got -- we're not like the #3 or #5 market share in a bunch of things. We're the #1 player in the things that we play in. And we have a portfolio set up to have superior growth to our competitors.
我喜欢我们拥有的产品组合。我们不像在一堆东西中排名第三或第五的市场份额。我们在我们所从事的事情中排名第一。而且我们建立了一个投资组合，以实现比我们的竞争对手更出色的增长。
Absolutely, I think -- I feel really great about where we are from inventory position now, we're going to start to bleed that off to free up cash. And there is some benefit from an inflationary point of view that we acquired this inventory earlier when it was less expensive.
我对我们现在的库存状况感觉非常好，我们将开始去除以释放现金。从通货膨胀的角度来看，我们在较早的时候购买了这些库存，当时它的价格较低，这有一些好处。
we're tuning even more aggressively and quicker than initially planned, producing our cost structure improves our path to profitability time frame and enable us to reach our adjusted EBITDA breakeven by the end of 2023, even a lower revenue threshold if macroeconomic headwinds persist.
我们比最初计划更积极、更快速地进行调整，制定我们的成本结构改善了我们的盈利时间框架，并使我们能够在 2023 年底之前达到调整后的 EBITDA 盈亏平衡，如果宏观经济的收入门槛更低逆风持续存在。
We're actively engaged with some of the largest companies in the world on the Production System in P-50 in particular, and we remain steadfast in our plan to build major business for hyperscalers on this platform, which provides the highest throughput and lowest cost part production of any metal printer in the market. Starting in December, we're planning to begin hosting quarterly open-house meetings to focus our progress on P-50 to the industry and potential customers.
我们正在积极与世界上一些最大的公司合作，特别是在 P-50 的生产系统上，我们仍然坚定地计划在这个平台上为超大规模生产商建立主要业务，该平台提供最高的吞吐量和最低的成本市场上任何金属打印机的零件生产。从 12 月开始，我们计划开始举办季度开放会议，以将我们在 P-50 上的进展重点放在行业和潜在客户身上。
Align is the #1 market share player in the capture side. And this is going to allow us to essentially convert our business today, people selling printers and materials, and we may have doctors that don't have the full capability to do the design themselves. We have very much a very small group of early adopters, but the vast majority of doctors aren't set up to use it just in the current offering. And with this service, we have a wide glove offering that goes from just printers to a much more holistic solution. It's recurring revenue. It's a subscription and it's very sticky, and it provides a significant amount of value to the practitioner.
Align 是捕获方面排名第一的市场份额参与者。这将使我们能够从本质上转变我们今天的业务，销售打印机和材料的人，我们可能有没有完全能力自己设计的医生。我们有非常小的早期采用者群体，但绝大多数医生并没有准备好在当前产品中使用它。通过这项服务，我们提供了广泛的手套产品，从打印机到更全面的解决方案。是经常性收入。这是一种订阅，它非常具有粘性，它为从业者提供了大量的价值。