Personally, I didn't care about the MFT information, it wouldn't surprize me at all if Sony would try to get piece of Panasonic's cake on the market. It was anyway just a rumor, unapproved information as my friend didn't see it.

But I would say the news about the new FF sensor in the mirrorless NEX body is quite sensational. It sounds to me also as Sony's very logical next step: just recently Sony unveiled its FF camera with fixed lens (RX1) and also FF interchangeable lens body camcorder. Sony learns and produces already now FF and also APS-C sensors which belong to the best on the world (in Nikon D800 / NEX-7, respectively). As release date I heard "as soon as possible as Sony desperatly wants to be the first one (?)"

Such a release would have many consequences. Sony's E-bayonet mount provides the possibility to use almost all lenses ever made, just like "our" beloved MFT cameras. The new FF NEX would ceirtanly not be cheap, but probably it would still cost considerably less than Leica M. So it will have enough customers. I belive that the prices for the venerable old good lenses would be pushed quite a bit upwards. By the way: my own experience about using old lenses on the newest high-end digital bodies is quite good: the most of my best old AiS Nikkors which were great on the 24×36mm film are also great on the D800. Nikon's recommendation to use only the newest expensive lenses is just a bull.... except the true that bad Nikkors still look just the same bad on the D800 like ever before :-)

If this whole FF NEX comes true, my speculation is probably 24MP sensor for start model followed by 36MP in the next step etc. It wouldn't surprize me at all if Sony after having its fingers already deeply into the pockets of consumer and professional domains now attacks also into the semi-pro world. Orwell's "1984" is getting true in the world of eletronics......