Think this is accurate. Any modern x86 virtualization software depends on hypervisor assistance from Intel/AMD to run at reasonable speeds, and that's just virtualizing x86 on x86--more like a context shift between sandboxes. Full virtualization through a CPU emulator to boot isn't very likely to be practical anytime soon.

I suspect they'll treat it as a policy restriction, though, so they wouldn't have to deal with emulator compatibility going forward. Any solution that would be even minimally able to support virtualizing x86 would probably be ugly to keep running. If VMW or Parallels gets something going, my guess is they'll have to work through Apple to get an exception.