Yes, I read it as he is talking more about the downturn in Gaming in general. He is using the lack of precieve interest using the upcomming annoucment of the PS4 as an example.
And yes, certainly most everyone in gaming will be watching the PS4 annoucement. Heck, I bet plenty at Apple will be following.
PS The Xbox360 has, is about to pass the Wii in total sales in the UK. Just waiting for the numbers.