Wow, this could not have come at a better time, since I was just wondering the other day if our companion app to our SaaS offering would be approved. Very pleased to see them reversing their position on this, and further clarifying that even this guideline excludes SaaS subscriptions (which I think is why they specifically spell out audio, video, etc. as the types of content). Thanks, Apple!
I think at that time there was one of those one-word email from Steve Jobs to someone basically clarifying that SaaS subscriptions were not part of that model anyway.
Now the whole thing is moot though.