(this is a snip from an email conversation, it has been sanitized for external consumption)

[We've] been seeing more and more of these multi-touch interfaces. Some use a screen digitizer like in this video, and some use a projector and camera. It seems likely that interfaces are poised to evolve past a single mouse interaction. When all is said and done, [hopefully] we have positioned Windows as the best experience for these new types of interfaces. I’m not sure what OS the prototype [in the video] is built on, but ... it’s not Windows.

http://ted.com/tedtalks/tedtalksplayer.cfm?key=jhan