I have one improbably theory I'd like to toss at you; Apple could buy Kobo. I know it's crazy, but stranger things have happened.
My guess is that the embargoed news will probably cover Kobo's new ereader. I've gotten a number of back channel hints that they're working on one, and that it might be a tablet. but that's just a guess; we won't know for sure until after the embargo ends.
P.S. The picture at right isn't the new Kobo ereader; it's an Android tablet that they were torturing me with last fall. At least, it's probably not the new gadget. (I don't know.)