After reading some of these comments by analysts such as Divinich, I must say that all these rumors sound like the hopes of the "The Video Games Industry". Nintendo more or less abandoned the common goals of "The Industry" with the Wii - the idea of 'bigger is better'.
"$299 - $349 price tag" - complete nonsense, this would be financial suicide. We are currently in a recession in the US with worse times yet to come, same in Japan, same in many parts of Europe. No company in their right mind would do this to themselves.. I'm completely amazed that Nintendo released a $300 portable. Any potential new system from Nintendo, unless it includes VR will not exceed $300. $249 - $300.
"Nintendo will have to cater to the 'core' " - No they don't, the 'core' is not needed, this was proved by the Wii. This is the "right off Wii/motion-controls as a fad" mentality.
I feel like these guys are trying to force Nintendo's hand because of problems which are currently here and yet to come. They believe the way out is for Nintendo to shift focus away from "blue Ocean" to the bigger is better mentality. I do not believe Nintendo will go this route. Why? Because that route is dead, the video game landscape has changed and these companies don't like it because it will require them to do things that they don't want to do.
Hence the other rumors of returning back to dual analog - this fits the old mentality of the 'core' market, the days of old where everyone was comfortable. In part, Nintendo is being blamed for the current state as if the Wii made it happen. They want Nintendo to distance themselves from the philosophy of the Wii and are going as far as to say Nintendo can't use that name again, even though it is the name of the most successful console ever.