Sure, they have the potential. But I doubt that they will. Already many players on the field, and I have a sneaky feeling Faceb0rk won't let the Oculus investment wither away without a fight.

Then again, once Apple does release something, the first version is a bare-bones buggy mess, followed by quick iterating. Chances are they will RND their way into the "lead" within a few years.

Kind of hope that it will inspire others to do better, like a free market is supposed to work.