I must admit I've only watched part of this so far...
99%+ confidence that MVIS is providing the near eye display for this device.
3D computing is going to be bigger than PC's.
One of the most important things about this, is the statement they've made a number of times: "anyone can build their own Hololens." -- delivered in slightly different terms here. (If I remember correctly, "the democratization of mixed reality.")
This is going to be huge -- and remember both Microvision AND Hololens are almost entirely unknowns by the general public. (and the investing public!)
Microsoft expects this to be bigger than the PC. I think they are correct. In a couple of years it's going to be a different world.
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