I believe where there is smoke, there is a fire. EDGE was right on every point bar the PS3 ram, and many developers were even surprised that Sony bumped that 4 gig to 8 gig. They are also one of, if not the most trustworthy gaming publications out there and they were certain of their sources. Others have also said the same thing
Other major western publishers have all gone online only or will do so in the future, Acti Blizzard did it with Diablo 3, EA did it with Sim City and Ubisoft has said they will do with AC4 and Watch Dogs. The benefits to keeping your games online only are too advantageous to the publisher to not attempt it, despite not offering anything to the consumer, and in infact making it a worse experience on them as seen by the Diablo 3 and Sim City debacles that did nothing but harm the experience for the consumer.
EA seems hell bent on this and for that reason i do believe that perhaps them and MS are in bed together, they both share the same ideas surrounding this.
I do not believe Sony will follow suit, not because Sony is some company that treats their customers better or anything (they are all the same, Nintendo, Sony and MS) but Sony will not entertain this idea simply because of Japan, where the infrastructure is not there for this, nor do they dare try to attack the used game market which is massive in Japan.
Always online, if you disconnect you are out. You might be allowed to watch DVD movies with a Xbox 720 offline or some very basic things, but games, services and everything else will be tied to their servers.
And i do not believe that MS expects the 720 to sell 75+ million consoles, i am fully confident they know this will not appeal to everyone and many will reject a always online console, if nothing else out of necessity but i bet they rather want 40 million always online consumers watching ads and buying DLC than 80 million who are all over the place. They have surely calculated this and made up their minds
And i do not believe it will work out as well as they think it will, this is perhaps the biggest mistake any console maker has made, right up there with 599, carts and Sega Saturns sudden launch. They already had no chance in Japan with such a console they literally should not even launch there, waste of money. Europe will lean heavily to Sony and US is a giant question mark, even with exclusive dlc to CoD or whatever, the infrastructure in the US is just not there to make this work for everyone.
Basically this gen Sony messed up and the other 2 benefited, this gen Nintendo seems half asleep while adding bloom to a Wind Waker remake and MS is trying to one-up the 599 mistake Sony made, so as long as they do not screw up they should have WW with relative ease.
If MS does this, they will not end up with the largest marketshare WW, only if they are lucky they may get it in the US but even that is a giant ???.
They did something crazy before, when they added a subscription to their online service, this was (and still is) considered absolute nuts. But it worked, mainly because their Live service was light years ahead of everyone else on consoles: they had something nobody else had and thus it worked
This time around i do not believe they have anything to justify forcing people always-online, thus it will fail spectacularly
I hope they do not go with this, as i do want to buy their next Xbox as i have enjoyed OG Xbox and my 360 quite a lot