Well
This is what I predict
They won't release before getting bought for somewhere in the $100m range
At his Quakecon talk before announcing fucking off Occulus Carmack said in passing he won't be doing any more rocketry barring another 'liquidity event'. Which was odd given he'd already sold ID and wasn't involved with another company. That soon changed
So I'm guessing their strategy is to get bought and a might fine purchase they'd make too for any of the console vendors.
Something else that is interesting is Carmack is currently working on the mobile SDK
So that's cool, if you could have a rift + with something you can slot your phone into you get a lot of stuff it doesn't currently have. Have the phone at the front with the camera facing out and you can get:
* Translational movement detection, the OR currently only gets rotational right now
* AR
Should be cool

Could make them a mobile phone company acquisition target too.
We were talking about this at work yesterday and I was trying to figure out why this was so exciting to me.
I think what it is is it's the first bit of HW for AGES that suggests all kinds of new gaming experiences. I mean the Wii and Kinect both sold on the gimmick factor which the OR definitely has but I'd say neither have created significant change or advance in gaming. I get the feeling this could.
The last thing I felt like this about was multitouch and that's turned out pretty well
