I think Honeycomb will influence IPads OS eventually. At the moment Apple had everything their own way. It is within Apples interests to keep a clear distinction between Ipads and macbooks OS. They want to minimize cannibalization.
I think that the Honeycomb tablets could become replacements for laptops for many users. Google don't have the same concerns as Apple so can push things as far as they want. If no other OS existed for tables there would be little to drive Apple to make the tablet more of a macbook replacement.
Ultimately I want the Ipad OS to "win"/be better than honeycomb. I've invested in an Ipad already. I have invested in a ton of apps. I quite like the idea of upgrading to the Ipad 2 and having both. I'm sure there will be some pretty cool multi pad games.
At the moment I'm looking with jealousy at honeycomb and expecting a bit of a disappointment when the ipad 2 comes along