Agreed on rest of the points, but Windows 8 on ARM is more like Windows Phone in the sense that you can't ship an ARM based system like you can with x86. You need a special license, there will be no OEM or user installable versions of Windows 8 ARM.
Based on this you could make a case about this being an antitrust violation as they are tying one product (which is a monopoly in one arena) to another product in an arena which isn't a monopoly.