As far as apps versus programs, it's like the Swiss Army knife analogy on the last page. Personally, the SP devices feel like they can do quite a lot of things but not many particularly well. "Blown up phone apps" is directed at the IPP a lot from those that favor the Surfaces, but programs there feel a lot like shrunken desktop software, and that's honestly just as damning. It's easy to say that iOS apps are "watered down" from the outside, but in many instances you're confusing diluting with distilling; in translating programs found on OS X or Windows 10 into iOS, functionality needs to be stripped, the most important parts therein selected out. Consider a simple word processing app on iOS like Editorial; feature-wise, it's a bit more bare bones than Word or many equivalent full desktop apps, but the refined focus of this app lets you work more productively when you don't require these niche features.
Ultimately, we choose our devices based on what they do for us on the margin -- what they add to our existing setup. In this sense, and launch problems aside (which I assume MS will iron out in due time), I think the Surfaces are great devices for those looking for a single, mobile computing device. But these are also devices that seem a bit pointless from the perspective of someone with a powerful at-home Windows desktop setup. In this case, much of what the Surfaces can do is a replication of the Windows desktop, but worse -- compute time is slower, there's less screen space to look at results, and so on. Moreover, since the Windows "app" landscape is a bit of a wasteland relative to the iOS App Store, the Surfaces don't offer a whole lot in the way of new experiences.