Yea, but is the fundamental product or form-factor something that will ever work? Goggles on the face have a huge wierdness and creepy factor. Watching the promo video I was struck by how much Apple must have realised that there is no getting around that if you want a quality/compelliing VR/AR experience and basically completely went with it.
So my bet is that they might have some moderate success over the long term with this product, and maybe even somewhat "iphone" the market by being the quality leader. But they risk it being a flop, at least in terms of ROI, simply because it's not a good product idea and never was. But I'm old enough now that my opinion isn't really trust worthy regarding younger folk.