And this is an insightful comment in that the tide seems to be turning anti-kinect, and once the "value is socially constructed by others, not internally" crowd decides as a group that the kinect is embarrassing, its toast in the marketplace unless it can downscale quickly and smoothly which most products can't do.
Occulus can survive while its in growth phase and fashion oriented people don't like it. That's OK, its a big world and there's space for all. But if the kinect org and support system and ecosystem is size "X" and "not being cool anymore" results in a mandatory nearly instant decrease in size by a factor of perhaps 3, that could kill the entire product by having trouble down scaling.
With narrow casting I'm not even sure what "cool people" watch anymore but all you need is some comedians making fun of people using Kinect or maybe some parody commercials during the superbowl or during reality TV or whatever, and that product is simply toast. Watch for that cultural phenomena, and then watch for product discontinued notices six months later.
All that product needs is a sequel of that "40 year old virgin" movie where sony pays for product placement for the main character to use a kinect, or maybe a stoner/teen comedy movie with a kinect in it, and its all over.