If it is true, I don't think that MS not saying anything until the end of the month is as big of a deal as some make it out to be. I mean like people have been pointing out in various threads, the initial supplies are already going to sell out regardless so it's not like this news would make a difference in that regard. Then factor in that they have been slowly repairing their image with the 180 and all of that. It's not like they are going from post E3 mess straight to release in a month where they would need every bit of good news on their side. By the time the second wave of consoles was available I don't think it would have any negative impact.
I LOVE paying for Xbox Live! I also love that my love for it pisses off so many people.