It looks like MS is also coming out with a "smart TV" I am not sure if they have hard drives and will not pretend to know if they will. But I think both AAPL and MS will need storage capability inside these new products otherwise content will still need to be stored on cloud services which is benefits STX.
Also I read an article that the new gaming system for MS will not use disks meaning all games will be purchased online and stored either on the systems hard drive meaning that you need a lot more HDD capacity in each system or stored on cloud tech which as I said earlier is positive for STX.
I think it is interesting that Luzco has recently been placed on Mr. Softy's board.... Some have thought it was due to him being groomed to take over the reigns but I think it has more two do with products in MS pipline. Anyway just my thoughts