In business most travelers use at least two devices; a phone and a laptop. The issue most seem to gloss over in these discussions is the continued march towards convergence devices is flawed and fails to take into account basic human tendencies and limitations. As humans we crave multi tasking because it seems to solve our need for efficiencies in our day to day but we are limited. Our brain can process nearly as many things as we take in but our process driven body demands core functionality from the brain and much like an interrupt for a processor, places other process's lower in the Que and defeats the idea of true convergence. Our largest failing is indeed our physical body due to the natural design that favors flight over thought.
So we default to multiple devices, not out of desire, but of necessity to preserve true functionality and efficiency. If you look at forward thinking strategies by any technology company, none of them show a truly converged world to interact with due to the fact it is actually limiting to the human condition. Humans need and crave multiple interfaces to work through the limitation of our physical side. The Surface line of products then, in my opinion, is the effort by Microsoft to balance the convergence we want with the reality of the limitations. In my research on Microsoft Mobile they seem to be letting certain efforts play out while they engineer the true goal in the background which is the the universal software that allows for coverage from mobile to cloud usage.
There may be a mini surface coming and past reports, verified by Microsoft, do indicate they have created such a product. A Surface version makes sense if we look at a progression as they fill out the line with a Mobile device. If you read internal memos and certain public statements by Microsoft about the HP Elite there does appear to be some consensus that they feel this is a product they feel strongly about when used in enterprise.
I think for now, consumer is non mover for Microsoft and they will approach it again once the full scope of their strategy play out.