Fries said things could change with the upcoming release of virtual and augmented reality devices. Microsoft and Sony have taken different approaches in that emerging space and so that wildcard could still shake things up.
What is Microsoft developing for XBox One?
Project hololens still seems very much a prototype and, needing it's own onboard processors etc, likely won't be a mass consumer product anytime soon.
I doubt it will shake up anything though. Morpheus Is going to be $300 at least as well if not more.