Only Palmer knows.
Unless they have something truly awesome up there sleeves which seems unlikely, its not worth them using there own tracking tech for CV1. Lighthouse effectively makes Crescent Bays tracking obsolete IMHO, as well as STEM.
Valve said they will be licensing this out to anyone that wants to use it and they would like to see it on other HMDs as they think it is a better solution.
This is what I've been thinking. The Vive's tracking system is clearly the biggest difference between the two right now, so either Oculus comes up with a better system or they can use Valve's laser tech. Either way, we consumers win.