EMAIL DETAILS

Model will be free, or subsidized near free, get users, make happy, sell users.

AmWell is in a model change, b2b to b2c, plus balance sheet funk, plus falling knife price point. Good deal at the right price, 33x next years revenue is a non starter, maybe 5-10x next years revenue.


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Neil Callahan
Rosemont Seneca
917-945-9516

> On Mar 25, 2014, at 7:20 PM, John DeLoche <jdeloche@rosemontseneca.com> wrote:
>
> Probably google faster than FB into that market.
>
> Sent from my iPhone
>
>> On Mar 25, 2014, at 3:58 PM, William Lee <will@rstp.com> wrote:
>>
>> perhaps it is just a wild comment...
>> Will
>>
>> "Imagine enjoying a court side seat at a game, studying in a classroom of students and teachers all over the world or consulting with a doctor face-to-face -- just by putting on goggles ... Imagine sharing not just moments with your friends online, but entire experiences and adventures." writes Mark Zuckerberg in a Facebook (FB) post, explaining why his company is spending up to $2.3B to buy a VR headset maker.
>> Nonetheless, Zuck suggests Oculus will initially focus on its gaming opportunity. Last week, Oculus began taking pre-orders for its second-gen developer kit - it includes an updated Rift VR headset sporting a higher-res display and a camera that allows users to reposition their heads.
>> Oculus CEO Brendan Iribe promises the Rift will get much more comfortable and portable over time. "A decade or two from now, it will be nothing but sunglasses." If/when that happens, Rift might be squaring off against Google Glass.
>> A weekend NYT columndiscussing Oculus and Sony's headsets: "After trying an array of prototypes and development kits ... I can assure you that virtual reality works. Technology is no longer the limitation. The lingering question is what game designers, artists and filmmakers should do with it."
>>
>> William Lee
>> Rosemont Seneca Technology Partners (RSTP)
>> Sent from my iPhon