I would venture that this analyst is on drugs.
1. Last time I checked, Chevy Suburban's were out-selling any Tesla by a ratio of about a billion to 1.
1a. On a related note, trucks, SUVs, and CUVs are big sellers for automakers and bring in huge profit margins.
2. Why would it matter if MS pissed-off Dell, HP, et al? Where are they going to go? Apple? HA! Apple makes it's own hardware/software and won't be changing that anytime soon.
3. If the product is good, people will pay for it. And in Apple's case, people will pay for it no matter how crappy it is.
4. If the user experience on Surface is as good as MS claims, and it has the benefit of having a fully-functional desktop OS on a machine capable of handling tasks that require seriously more computational power than surfing the web or listening to music, then all the more better.
5. I can see this device being used by someone like my mother...no space for a full-on PC (and no need for one), she is unfamiliar with PCs and is clumsy with a mouse, which makes the touch-screen GUI all the more appealing, and with it's small size and add-on keyboard, it makes it easy to carry from place to place. The built-in cameras and full OS means that she can surf the web, make video chat calls, do email, etc, all with a device small enough to fit into her purse.
I am eager to see how this all works out- one OS across desktop, phone, tablet (plus integration with XBOX)!