Their product comes out in 11 days. I guess the bull case is people buy the thing. They are being secretive but here's Scoble and others being upbeat in their promo vid https://youtu.be/XxwrXacMe6Y?t=25s
Didn't know they're coming out with something so soon. I guess we can all judge then. lol
I guess still to me virtual reality glasses seems like a very cool gimmick. If its a general purpose consumer product its success would be really dependent on a "killer app" and affordability. I guess we'll see... thats a lot of money invested.