Assume that Emily's minimum for "good" is "able to run third-party ports." So, at least on-par with XBox One. Note that she never said anything about IndieGamerChick being wrong, though (but we also don't know what IGC meant by "technically" and if she only meant the CPU).
So, since I love
analyzing things, I've been looking over the quote that 10k posted and came to a few conclusions. First, the quote:
So far I know this: Polaris architecture as a base, mixed with Fiji, low power consumption, raw power numbers are modest increase, performance for optimized games for NX would be easily 2x PS4 performance.
First off, I noticed a couple of red flags here. First, we have this part:
Polaris architecture as a base, mixed with Fiji,
Doesn't this seem backwards? As in, it should say Fiji/Tonga base mixed with Polaris? If Polaris is the "base," then it would already have all of the features of Fiji except HBM compatibility. Maybe it's just poorly worded, but I'm gonna say that it's a red flag anyway.
performance for optimized games for NX would be easily 2x PS4 performance.
This is a kinda big one. Based on what 10k said before, most, if not all, devs only have SDKs. You can't say how an optimized game will perform for a system that you aren't yet able to optimize for, can you? This doesn't seem right, but there is one possibility to consider...
So, something about this really bothers me: Why does 10k seem so confident in this particular source? Even after the tweet, he still felt confident in this source. My theory is that this is/claims to be a developer within Nintendo. This is the only real way I'd think that he could be so confident in this source, and would mean that they have access to a dev kit. The only possible catch is that I'm not sure how well a Nintendo dev could know PS4 on a hardware level. it would also explain how he knows when the final specs will be sent to devs.
As for the "2x PS4," there are a couple of possibilities where both Emily and 10k's source could be right. PS4 is based on GCN 1.0, and that architecture has a pretty significant weak point: tessellation. This has been a huge weak point for AMD over the past few years. Nvidia just destroys them here, and they only started to catch up with GCN 1.2. If Polaris has a much better tessellator than GCN 1.0 and NX has that tessellator, then games heavy in tessellation might perform around twice as well as PS4. that's definitely a long shot, though. There's also memory bandwidth: Nintendo could be going for a solution where 1GB of HBM1 is used as a buffer and the main RAM is only DDR4 (explaining "Polaris base mixed with Fiji"). That's an even longer shot, though.
Most likely, someone trolled 10k big time; however, it's not completely ruled out. With that said, keep your expectations at "at least XBox One" but continue to hope for more if you'd like.
You shouldn't expect any information at the investor meeting, don't know why this is a thing.
E3 / special (digital) event or nothing.
They have to give a forecast for it if it's launching this year. We're very likely to be told for sure when to expect information, and we may even finally find out for sure if it's a console or a handheld.