They have cloudfoundry.com which I believe will eventually be their 'service' and the .org is the open-source project. I can't think of any direct implications

They have cloudfoundry.com which I believe will eventually be their 'service' and the .org is the open-source project. I can't think of any direct implications for them with this as it's essentially what Redhat is doing (as you pointed out). Basically the big thing with Cloud Foundry is it fully integrates with Openstack and similar whereas OpenShift is mostly meant for RHEL products.