This could be interesting, I'll ask the Autodesk crew downstairs if they have heard anything.
I don't expect to see much change or panic in the ECAD market from the main Vendors (Cadence, Zuken, Mentor, Altium) as it would need some serious work to bring it into the full blown pro PCB layout market. It will be interesting to see if we get a PCB add-on to Autocad (or even Inventor, I am lucky I have the FULL Autodesk suite of software as well as a all the Cadstar tools).
See what press releases come out....