I agree with all your points, but I'm still curious as to what that price point of item 1) would be, realistically. Also, the remaining user base of item 3) --

I agree with all your points, but I'm still curious as to what that price point of item 1) would be, realistically. Also, the remaining user base of item 3) -- the "even if" case -- might still be sufficiently large to warrant a purchase. According to this source [0], which seems to come from their public filings, in 2014 they apparently had "only" €4.32m in revenue. Edit: According to [1], in 2015, they apparently struck a much more lucrative deal with Google, Microsoft, and Amazon, among others. [0] http://de.statista.com/unternehmen/434815/eyeo-gmbh http://de.statista.com/unternehmen/434815/eyeo-gmbh [1] http://on.ft.com/1CmZiBO http://on.ft.com/1CmZiBO