Von Digital Foundry
http://www.neogaf.com/forum/showthread.php?t=453074
In terms of how we see the next-gen Xbox panning out based on what our own sources tell us, we understand that Kinect is set for a significant upgrade and has a very strong likelihood of ending up bundled with the machine. It is understood that Microsoft hosted a developer soiree at Disneyland just after E3 this year where the platform holder invited partners to pitch in with ideas on where they would want the technology to go, and the challenges they had with the current platform. This signifies that it was early days for the design just a few months ago, making the 2012 story seem even less likely.
It's also believed that Microsoft will continue its successful two SKU strategy, and indeed take it much further with its new platform: a pared down machine is to be released as cheaply as possible, and positioned more along the lines of a set-top box (the use of 360 as a Netflix viewing platform in the US is colossal) and perhaps as a Kinect-themed gaming portal, while a more fully-featured machine with optical drive, hard disk and backward compatibility aimed at the hardcore would be released at a higher price-point.
http://www.neogaf.com/forum/showthread.php?t=453074
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