The potential of this seems rather murky. Obviously, there are several office suite alternatives already for the iPad as well as remote desktop solutions. And even if there were a more concerted effort between Apple and VMWare to offer hosted Microsoft Office, there would still be a place for the popular office suite on the iPad, even in the enterprise.
Of course, such a native version would have to closer to a Windows 8-style app implementation than the current “touch-optimized” but fundamentally desktop-style version. The next version of Office will likely be offered in a Windows 8-style version as an option, much like Internet Explorer.