In the follow-up to the blog referenced in OP >There’s more content in today’s email regarding XNA which I don’t care to share, thanks to a stern NDA reminder.

In the follow-up to the blog referenced in OP >There’s more content in today’s email regarding XNA which I don’t care to share, thanks to a stern NDA reminder. (Ironically, when MS finally gives us what they should be saying to the public all along, I can’t share it.) Could someone more informed make a guess on whether that's good or bad news?