M$ are not a hardware company (if they can help it). And it's not clear what Logitech might offer (although speculating wildly, something tabletty?) Nevertheless these kinds of peripheral companies are going to be worth watching. They're going to get more interesting as the PC blows up into the device swarm. Some of them probably have some innovative devices which will become platforms in their own right.
Semi-related, I notice Gosling is pushing the Blu-ray connection with JavaFX.
"I think that a lot of the software development community--which I find really, really frustrating--is fixated on Web apps. They write their stuff on the server, it generates HTML, and there is this really big piece of the community that thinks that that is the universe," Gosling said.
"There's a lot more to it," he said. "Blu-ray is a pretty interesting corner of it."