If this rumor pans out and Apple won't make a special arrangement with Microsoft (I don't see that coming), there's one thing consumers stand to lose and that is free Microsoft Office.
Why would Apple make their new iPad despite that (core editing is free for consumers on devices with screen sizes smaller than 10.1)? Or, perhaps they are going to make it because of that (more AppStore money on the back of MS Office sales)?!
I don't think few people care or even know about it.