The success of Surface Pro largely depends on other people's failure. Nexus 10 is $399 with 2560x1600 display. Many decent Windows 8 laptops are selling at $600. MacBook Air weights 2.4 pounds vs Surface Pro 2 pounds. Technically, it is feasible to build a lightweight laptop with high-res touch display. It would be more functional than Surface Pro (larger display, real keyboard) and cheaper than Surface Pro + keyboard. As a business user, a great laptop is still better choice than SPro.
If Surface is super successful, PC OEMs would fail a big time, which is not good news for Microsoft either.