"- Wii U will only have 800k shipment for the year, the positive according to Kimishima is they can focus on the 3DS now (ouch for Wii U die-hards)"
I think he was talking about manufacturing, not software development. Not to say the Wii U will have new stuff, but it's what he is talking about.
This does make it sound more likely that the NX is indeed a home console. We shall see.