Opera originally asked for all the major browsers to be included on the Window 7 install disc.
Opera's CTO is "concerned" that this new approach MS has proposed requires an active internet connection and is looking into the details before they decide completely whether they will swing with it or not. If I could customize Firefox like I could Opera I'd switch in a heartbeat, I'm really starting to dislike the company.
There are several good reasons for not including other browser software on the install disc, so I don't see how Opera can just dismiss them in the interest of maximiing their pitifully tiny market share.
As far as the pre-rders are concerned, it will likely ruffle some feathers but I'm sure Microsoft will honor the pre-orders. Those that pre-ordered the full version at upgrade version prices will probably get the full version, if I had to guess.