MS has had a version of Windows that accepts input from the screen since at least 1995 - http://en.wikipedia....for_Pen_Computing
Fujitsu has been trying to sell $1000 - $2000 laptops/tablets with pen input for years. E.g. http://store.shopfuj...an.do?series=T901 I guess they sell some of them as they keep coming up with new models every few years, but they've hardly been a runaway success.
I have no doubt that MS will sell some of these Surface things with an Intel processor as well - I just don't see that it's a new!!!. Competition is good, and Surface v3 in 2017 may be quite good - I just don't see that MS will have a runaway hit here.
If Apple wants to, they can make things difficult for MS on the hardware side (since Apple has this habit of buying up a large fraction of the world's small hard drive, RAM, display, etc., production). Maybe they know this is really just a niche that MS is going after. Maybe Apple sees the future in more open APIs based on the web, so the corporate space will evolve away from MS's stuff. Maybe they know it is a fool's errand to try to go after current enterprise niches like this (where MS has its API advantages). I dunno.
I've never seen a Fujitsu tablet PC in the flesh... ;-)
Cheers,
Scott.