Personally, I think there's way too much rumors and theories going around. I've contributed my bit, and now I'm going to wait to hear "official" news from people who actually know what the hell is going on.
Every topic like this always ends up the same. 12 pages of rumors and guesswork, then the trash. Until something actually starts to get done in the real world I don't see much use in continuing to post in threads like this.