From the updates I've read its definitely going to be Iowa or ND.
I feel like this will turn out a lot like the AJ Derby deal did....Derby was getting some pretty good offers and was rumored to be leaning to a couple places other than Iowa, but in the end, he chose the hawks.
To me it sounds like ND may have cooled off on French a little bit over the course of the last month or so. French's dad really liked the academic's that Notre Dame has to offer, he didn't sound really concerned with the football side of things. They just visited ND this last weekend, but my understanding is that they weren't able to visit Brian Kelly....I'd assume that will be a mark against ND.
One thing working against ND is that they have pretty much told French that he will play defense at ND....at Iowa he'll definitely at least get a shot at TE and maybe WR.
It will come down to ND or Iowa for French. I'd say it is probably 50/50 right now, but my gut says Iowa will seal the deal.