I just can't see them wanting Visual Studio support. It is, pretty much, just better than XCode. Overnight, the superior development platform for an Apple device would be a Windows machine. Unless they're really planning on EOLing OS X and their non iP* businesses, why would they want the best developer environment to be hosted on a rival platform? Killing or abandoning OS X seems insane - desk/laptops still account for 50% of their income, and currently most OS X developers are also targeting iP* devices in parallel with their desktop work. Moreover, the iPhone halo effect is getting them more Mac sales and Mac developers. Whilst they're not hurting for iPhone apps, why give developers the incentive to stop buying Macs, buy Windows, kill off their OS X development, and throw out a hugely profitable segment of Apple's business to gamble on Android not eating their iPhone lunch?
I suspect this is just an analysts "blue sky" nonsense, or a confusion over e.g. development environments for Office 2011 Mac. For reference, this same guy claimed there would be no Mac updates in 2009, and that they'd release a small OLED laptop by the end of 2009. 0 for 2 so far, and I'm guessing 0 for 3.