Well, I'm "big" enough to hear from a few sources, and I'm not willing to concede that, because nobody has a shred of concrete info.
Think of the companies who have huge stakes in this. E.G. CJ, EBay, Amazon, Linkshare, etc. How could these companies sit idly by if something big really were in the works? No way they would.
If there were concrete plans my feeling is that something bigger than a single comment from london would have leaked by now.