Yeah, it is software. Software that I can manage just like the rest of our software and not have to worry about buying two devices, or convincing the user that I should be able to wipe the device that they bought, or trying to convince them that they shouldn't put sensitive data on a device that I have no way of controlling.
If they need to walk around holding a tablet in clipboard mode all day, then the ARM version would be the platform. Yes, the apps they run would have to be Metro apps, but Metro apps are worlds easier to write (and get deployed) than an iOS app. And I can still re-use that same code on the Pro version if need be.
To my eye, the Surface is what Apple would have made if they ever paid any real attention to enterprise users.