I lean towards thinking Intel has it in the bag. This sort of thing depends far more on the GPU and they probably have to do special work to cope with head movement nicely. If Microsoft are already developing it with an Atom processor controlling it there's no good reason I can see for them to change.
Again, before you make any investment decisions on that "thinking", I'd suggest strongly that you wait to see the release version of hololens. Again, I invite you to bookmark this post and refer to it when it comes out.