Seems to me that Google are under pressure to be more secure with the data they collect so it's a natural progression I feel to hide all the data from us website owners and SEOs; so I'm not one of those who think that it's a ploy to get us all to spend on AdWords.
However, I'm not sure that hiding the keyword data rather than anonymising it was the best way for them to go. After all having the keyword data and knowing what keywords are performing best helps us and webmasters to fine tune content and deliver a better experience for our website visitors.
Still google ain't gonna change just because a few SEO whine and whinge about it. Rather they'll strengthen their security position and maybe remove more data from our view.
I predict that they'll remove the New Vs returning visitor stats on the same security basis. After all you would not want a web site owner knowing you came back to their website. That'd be a massive infringement of their right to privacy!