For me this tablet/surface could see significant demand from students going back to school this fall. As you said, it's not loger Air + iPad when you can get one device that can do both.

I think it's a pretty good strategy from that standpoint. Additionally, with the Intel version being compatible with desktop apps, this should fit in with the business (corporate) environment.

Of course, this is speculation, but I think it has a pretty good chance at being successful.