Official Microsoft Blog: Windows 8.1 rolls out Oct. 18. and that means .....
-Logitech OEM orders for new devices building up anytime now
-Eco system boosting as Retailers start inventory buildup for the real Windows 8 that was supposed to be launched in 2012 but came a year latter,
-Windows 8.1 new form factors devices including small screen notebooks, Ultrabooks, AIO, 2 in1 to boost not just Speakers, mice and keyboards but other Logitech PC categories across the board like Gaming, Communication and PC2TV.
-While i believe for Business Windows XP end of life/service will boost Windows 7 PC and Windows 8 tablets which is also grate news for Logitech for Business
i think investors are still wait on see on logitech right now. trading volume is still very low. the company needs to demonstrate another 1-2 quarters of solid performance, beating estimates and raising earnings and it will finally break-out to upside. i assume it will start to break out before the end of year, in anticipation of big q4 earnings report.
Reasons of intel upgrade, from Piper Jaffray analyst,checkout article at ZDnet (link at Market Pulse)
simply the same catalyst for Logitech
" He Said
The chip industry is now solidly in the post-PC era, but PCs are not going away anytime soon. We expect a modest corporate refresh cycle driven by the end of support for Windows XP in April 2014 coupled with the release of Windows 8.1 in Q4. In addition, with the 2H13 launch of Bay Trail, Intel now has a low-end processor for tablets with good enough performance for consumers. While this is likely to cannibalize sales of some notebooks, it would replace low-end consumer notebooks not high-end corporate machines. We lift our CY14 estimates slightly and expect 2014 revenue to grow in the mid-single digits after two years of decline."
i believe bay trail is not just Windows 8.1 tablets but also hybrid Windows/Android duel boot, but most likely the Affordable mini Ultrabook/notebooks that will replace the Netbook faded category
remember that Microsoft limited Windows 8 for mid/big size screen resolutions while kept the Windows RT for small screen support, that turned to be a mistake and they will change that in Windows 8.1