Is no one else in the least bit cynical about the timing of MAC randomisation from Apple? Release iBeacon, then shut off an approach others could use to build a competing system.
This is how our network systems evolve!
I don't think that makes a difference though, because Bluetooth LE beacons (iBeacons) are better in this respect - regardless of Apple's motivations.
If your Alice's iPhone senses Bob's iBeacon then no information is revealed to Bob about Alice - an iBeacon can't receive, they're transmit only [1]. It's only once Alice installs Bob's app that Bob can get an indication that Alice is near one of his iBeacons.
1. http://radar.oreilly.com/2014/03/ibeacon-basics.html#_iaW3P0
These are not orthogonal concepts.