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    Virtual reality companies are certainly enjoying a hot market. Yet some VR companies are far better positioned than others.

    Virtual reality companies face one key truth: VR is one of those computing ideas that has been far ahead of the capabilities of existing technology. The idea was solid but the silicon and software just have not been there to make it a genuine reality, or at least a believable one.

    Those same virtual reality companies face potentially very good news: This year might be the one where we finally have a breakthrough in terms of technology. Dozens of hardware and software companies are spending hundreds of millions on R&D into virtual reality that is realistic and doesn't make you nauseas when you use it, a common side effect of VR headsets.