Definitely having the game installed on a HDD is preferable then running from a optical drive so I see that as a plus. Having an always on connection can be anything and probably be more of a low power mode where you can have the nextbox sleep but be able to respond to something like Kinect. Common sense tells you that MS would not have something as silly as having the console restricted to being online in order to play games as that would make the console dead on arrival.
The problem with rumors is that opinion is considered as facts.
I will say that having Kinect on in order for the console to work sounds iffy. MS will have to justify that one. It's no big deal for me since my Kinect is always on just like my console is always connected but I would like to know the design or business decision for those decisions.
On the PS4, it would be good if people would remember that there is a lot of things Sony has not revealed. DRM for playing used games is still up in the air as Sony has danced around that subject. People continue to talk about Kinect will be included with the nextbox but wasn't it confirmed that the move camera will also be included with the PS4.
Right now there is no win for any console marker because information is limited to much to make any decision.
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