The post was about noise. The same is as true for Hollywood, the music industry, or the banking industry or anywhere else where there are multi million pound deals are done. Spend a night in a pub on Canary Wharf and you'll hear all the gossip in the world about next week's mergers or deals. When Microsoft, one of the biggest companies in the world, are producing a new console, with all of the NDAs and best lawyers in the world, the news sites will have a pretty good idea of what is happening. People talk, even if those at the top are tight lipped, and it won't always be accurate but if you put your ear to the ground and listen you can get a decent sense of what's going on.