My take: I have less faith in WotC's ability to stand by a product, try to improve it, and to try to nurture the fanbase. For better or worse, they have given up, pulled products from the queue, and said "we're cutting our losses with this piece of junk (4e)."
They are listening to other companies' customers (chief among them Paizo) more than their own (those who currently play 4e). If this trend continues, who's to say that they won't change 5e again to appeal to Goodman Games' customers or those from other hobby games (Warhammer)?
From what I've read, the design goal is to take the game back to pre-3.x. I've already got those books, and retroclones exist that are cheaper.
Between Pathfinder, retroclones, and this debacle, I think I've finally realized that I don't need WotC to play D&D.
I think one thing to consider, yes 4e fans are their customers, but most pathfinderplayers used to be WOTC customers. They lost a good chunk of the market and are trying to win it back. But as your post shows, they could just lose more of the market if they arent careful.