We're already pondering what life is going to be like with Windows-only desktops. It's possible Apple is going to pull off some announcement about OSX server availability on VMWare/HyperV or something (which would be acceptable for larger environments I guess) but I can't plan ahead for what they *might* announce. Frankly, it doesn't give me confidence in the future of OSX server in general. Without large deployments, people won't be needing things like Open Directory, so that could easily be dropped at some point, for example.
They are effectively removing themselves from consideration in large environments. Just a week or two ago, there were rumors they were going to make a bigger play in the enterprise space and I was anxious to see what they had in the pipeline. Now, suddenly we're looking at abandoning OSX as a platform almost completely at hundreds of desktops. We were about to put in an order for 50+ iMacs for the second or third time this year alone, but now those plans are on hold until we can get a new long term plan together. As a result, it is definitely going to be a factor in future iPad/iPhone deployment (which has been pretty positive thus far).
I never doubted Apple was evil, I didn't know they were dumb too.