What this announcement implies is that Microsoft was getting no traction in convincing other vendors to build a tablet for Windows RT.
Hardly. Every no name company seems happy to build tablets. And if MS thought the game was over you would see the original killer apps, excel word and powerpoint on ipads and android.
What the announcement implies is that MS no longer sees any value in working with dell, hp and lenovo.
The Pro version may have a shot if the enterprise buyers adopt Win 8. I see this as potential competition for ultrabooks. It will have little impact on MacBook Air or iPad sales.
Enterprise will adopt both. Enterprise is all to happy to give crippled product to low end workers, as long as the support is trained.