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I think Microsoft have a few aces left in all honesty. They haven't really had to play the "we have xyz game" coming cards yet. Reason for that is PS3 and Wii have not exactly had breathtaking news for sometime have they. If you go back to E3 now and look at it you would have to say the whole FFXIII going multi was the big news. There was nothing in the PS3 camp to create the same buzz. The whole MAG thing seems to have died on it's ass now people probably have to pay to play etc... Then we got to TGS. Nothing came out of that show from Sony or Nintendo so i would think Microsoft aborted their announcements as was rumoured at the time. It would serve no purpose saying "xyz is coming out in 12 months" that is not Microsoft style. Where as Sony used a game that has not even been started on, has no screenshots, and little detail as the game to advertise their system in E3. A game that was minimum 2010 they said.
To me that shows a lack of things coming when you advertise at the worlds event that and at TGS you dont even have a conference.
So i think the dude is right. They will wait until the right time to announce them. They will announce them to counter-act the announcements of the other platforms. That is how this gen has gone.