Nothing makes too terribly much sense. Regarding the secrecy and the timing. There are just as many arguments for as there are against each thing listed above. That makes me think that none of them are right. The announcement needs to be big enough to warrant the event. Plus the secrecy being so complete would point to it coming from a unanticipated direction. I honestly don't think we would be caught off guard by hardware. We would have found out about it by now. I also don't think a new version of Windows would justify a unveiling. Everyone knows that is on the way.
My best guess is that Microsoft has decided to up their investment in a online presence. The best way to do that would not be a social media acquisition, but a true content provider. Especially one that already follows the very model that Microsoft employs. I think Microsoft intends to hit Apple where it hurts, and that would be in acquiring Netflix.
Which would be a huge announcement, and would entirely justify the secrecy. Hell it even plays into the entire geography. More importantly it gives Microsoft something it needs to offer. Content to bundle into its very own subscription services. After all it is one thing to have a service like Live just being a hub, but adding Netflix free to Live gold members. Well now that is a severe value increase, and Microsoft could still offer Netflix outside of Live. At the current subscription rate.
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