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Mostly Kinect I fear, and when I say Kinect, I mean Don Mattrick sounding really annoying and arrogant about it and talking about all the stats and me wanting to punch him repeatedly...

Right. In all honestly, I feel that M$ will try and emphasise Kinect games for the hardcore and well as some family stuff from Rare. 

As for the "proper games" department, we will definitely have a Gears of War 3 demonstration, a CoD demonstration with exclusive DLC, a Halo announcement of some sorts from 343 studios (PLEASE SAY HALO WARS!!!!), a new trailer for XIII-2 though nothing exclusive, something on Kingdoms and something we don't expect {like Lost Odyssey 2....}

My slightly "left-field" prediction is Grand Theft Auto V with some 360 exclusive stuff