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Jumpin said:
Nintendo never does TGS, and usually companies who reveal hardware do it at their own press events. Putting them around E3 or TGS doesn't usually go very well.

Eh, no doubt, but when they announced NX would not be at E3, a lot of people assumed they would wait for TGS. I personally think it's a very smart idea to do a direct personally.

Beyond that, a lot of people were anticipating the announcement mid Sep reveal if they did do a direct. 

This pretty much destroys both theories.