Reuters is also saying that a new and larger Kindle Fire is coming around the end of the year. Speculation suggests that this KF will have an 8.9" screen. One other detail passed along by the source is that the lighted Kindle won't have the Triton olor E-ink screen that so many have rumored (I told you so).
But I do believe the lighted Kindle is coming. If there's one thing I've noticed in my 2 plus years of bogging it's that B&N and Amazon see each other as not just competitors but the one who must be thwarted at all cost. if one lowers prices, the other responds in kind. Last fall they even competed to see who could get the new devices out the door first - so much so that the KF and NT shipped the same week.
Given that the Nook Glow has already shipped, I expect Amazon to doing their darndest to get the lighted Kindle out the door. Each day that they fall behind is another day that they go slightly more nuts. In fact, I expect the lighted Kindle to ship sooner than July. I'm also half expecting Amazon to aim for announcing the new Kindle at BEA 2012. That is when a lot of attention will be focused on ebooks.
Of course, it might not ship until later, but I do expect the announcement to happen early.