I think you forgot one important thing, that now you can play it with Xbox 360 controller.
If MSFT failed to bring more apps/games (specifically Xbox games) to its Win8.1/RT Metro OS before the 2nd generation, then I would agree with you.
The reasons why I don't agree:
Paul, have you checked the OS version in NL1020 and compared it with NL920.
What bout Google Contact and Calendar support?
Where did you get those figures (6m)?
1. MSFT has given away a lot of Surface RT (FOC).
2. MSFT have sold it for 99USD for 10s thousand during TechAd, Build & WPC.
I totally agree with you, more over they should push it hard to schools in US even FOC for those schools already using Apple / Google products