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Msg  59453 of 59535  at  8/30/2021 5:02:40 PM  by

co3aii

The following message was updated on 9/3/2021 1:55:54 PM.

 In response to msg 59451 by  moissanite
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Strong Buy

IVAS and HL2

 
As long as the prepayment continues to go down I think we can safely assume that MSFT is using MVIS components and that is why that account is debited.  Now whether or not IVAS MVIS components are included in those payments is, as you say,  conjecture. No one is breaking down IVAS. However based on the US Army IVAS procurement budget posted here, there are headsets deliverable starting this year in and growing  in later years, and that that will, or will not, show up in prepayment reduction.
 
Keep in mind that for many, currently, IVAS is a sideshow, all eyes are on MVIS's Lidar at Munich in September. s2upid, Reddit MB moderator who broke down the HL2, will be attending and reporting back.
 


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