What you say still doesn't make sense. Apple is not going to produce discs with Lion on it for anyone. If someone buys a Mac with Snow Leopard on it and they are entitled to Lion fro free then they will still probably have to download it from the App store.
The whole idea of releasing it as a download on the App store is to not create discs most likely to cut down on manufacturing and distribution costs. Having a download also makes it easier for them to deploy and make sure the latest version is immediately available to consumers.
Just because it won't be released on a disk doesn't mean it won't be released on a USB drive like the MBA restore was.