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You are right. But I'm just sharing with you the info I collected in different places and all that coming from Oracle is in "may be but not necessary" manner ;) The only straight forward "announcement" (famous October the 1st) was proven to not be so exact ;)
Look at the last post of Ted Farrell in famous "11g Countdown" thread. He confirms the intention to support other J2EE 5 servers (like TomCat and JBoss).
For what I assume, they will support selected servers with intention to draw as many developers to JDeveloper as possible. Then, they will push most of them to ADF (when you get used to JDeveloper then it is easy to become an ADF addict). Then they will sell ADF licenses for the same price as SE1 servers and thus most of products will got entrapped into OAS 11g... Clever plan. Not bad at all, if they provide reasonable licensing policy/pricing.