Nintendo has started and ended the last two directs with a brand new game, but I don't think they will do that this time. I think Animal crossing will start off the direct, and if Retro has a new game that isn't MP4, that will end it.
I think it would be great to see them use Animal Crossing like they did Robot Chicken that one E3. To have the Nintendo presenters be animated like they're moving into a new village. And I really can't wait to see KK Slider kicking out the jams!