Earlier quoted context omitted.
I think you're right. But the consequence of that is, of course, that the touch driven "immersive" part is only going to be skin deep. Which in turn means that Windows 8 is going to fail spectacularly on tablets, for the exact same reasons every previous Windows tablet failed.
consumer != corporate
For example, a significant proportion of them are now having to work out how to support Apple's devices for corporate network access, email, document sharing and delivering apps for internal users and consumers, and all because corporate executives are also consumers.