Microsoft's announcement explains why we haven't seen the rumored "Numbers" spreadsheet app added iWork yet. It's being worked on for sure - we know Apple is happy to keep teams working on "just in case" projects, like they way they've had an OS X on Intel team working for the last 5 years. So part of the deal is probably that Apple keeps Numbers on the backburner for now, but having it ready to go probably helps Apple negotiate. And for now, having office available on the Mac is better for everyone.