On paper I still think MSFT has to be the front runner with their reliance on MVIS tech for their HL2 and IVAS platforms plus their ability to use the rest of the MVIS tech portfolio, but I've had Google in second for quite some time.
With this new addition, I am almost thinking a vertical sale becomes more likely -- sell Near Eye Display to Microsoft, maybe the interactive display line with it and consolidate the focus on LiDAR and autonomous vehicle programs.
Still hoping for a "right value" deal, but it kind of looks like they are positioning to sell part and continue on with the LiDAR.
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