RE:I say this is opportunity.
That's all great but I wonder how many will require either the type of cable we're supplying to the Rift and the Vive and how many will run directly on headset mounted phones requiring no wiring or perhaps wiring to cnnect a battery or be wireless. I'd love to see some analyst talk about that.
I think most people would use it for business, watching sports, for social interaaction or for travel which is not intensively interactive.