I think it has pretty good potetial in hospitals, education and insurance where ability to take notes is important. Especially the use case where you are expected to stand and jot down things on a tablet sized device.
Those enterprises have already been well satisfied by the convertible tablets from Lenovo, Fujitsu, Panasonic, etc. for years. I don't think the Surface will make much headway into those fields, beyond the few people who are literally working in the field and not in offices.
I think the surface form factor is much slimmer than the bulky things I see in the hospital. This might be to the convertible tablets what Ipad was to the tablets before it.
