Imo, it can only be indicating a handful of things. Saying we've been waiting for it means that its something we've known about but haven't had complete details on yet. The first thing that popped into my head when I heard this was The Last Guardian. This would make the most sense when considering the wording.
Some ppl are saying this comment was directed toward the Japanese, and that the announcement is thus the Japanese release date; but, the conference is actually being livestreamed in multiple other languages so most of the world can watch it. Why would they do that if the announcement was just the JP release date? Who would care other than those in Japan?
Here's a related article talking about this:
http://www.dualshockers.com/2013/09/07/we-can-expect-something-big-from-sony-japans-ps4-focused-conference-on-monday/
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