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Read the last update first:

The industry has chewed and chattered on this rumour overnight, with highly-placed sources basiclly concluding, "this rumour is fruitloop". As you were.

Aww man, I had all this righteous indignation built up that now has no outlet.
This "warning" by Rixstep is pure FUD.  Rixstep are kind of like the trolls of the Apple development community.  They regularly publish "industry watch warnings" about changes in the Mac development ecosystem that are factually incorrect at best, and are intentionally misleading to imply that Apple is killing off Mac development.

I don't think anyone takes these guys seriously. Many Mac developers get upset at Rixsteps's constant barrage of fear-mongering, lies and factually incorrect "technical articles" (that are designed to make it look like the Mac SDKs are incapable of doing basic things, which they can actually do quite well).

A few random complaints pulled from Google:

http://www.bynkii.com/archives/2007/12/no_in_fact_i_dont_thi...

http://lapcatsoftware.com/blog/2008/02/02/fud-from-rixstep-n...

http://forums.macrumors.com/showthread.php?t=208976

There's even a "Fake Rixstep" web site similar to Fake Steve Jobs that attempts to reveal through satire what sort of people these are:

 http://thefakerixstep.blogspot.com/

Unfortunately, I can see this happening.
Yeah, this just seemed too ridiculous to be true. Jobs is, if nothing else, a brilliant businessman. Though I entirely disagree with it, it makes perfect business sense to make new platforms such as the iPhone/iPad into walled gardens. As long as the users do not jump ship to other platforms and hit Apple's mobile revenue, they have no real incentive to change the mobile development model.

Not so in the Mac ecosystem. It would be suicide to force the inhabitants of the jungle, who are all quite comfortable and productive as is, into cages in a zoo. If it were ever to happen, I would most certainly bail on Mac, and go back to Linux, or maybe even Cygwin.