Agree. Based upon the number of contracts posted to the various county websites, July and August have been particularly good for DVC. Best sales volumes in at least a year--perhaps 18 months.
When DVC committed to building Kidani, BLT, the Treehouses and the Grand Californian all at the same time, they knew they were going to be sitting on excess inventory for a period of years. If not for the economy that period would be shorter but the market is far from saturated. Just because DVC has +/- 40% of Kidani left to sell plus some SSR, and they've eased-off on ROFR, does not mean they are looking to get out of the business. In fact, the brisk direct sales suggest that their reduction in ROFR hasn't hurt them a bit.
It takes 2.5 - 3 years to build a new resort. Any project that's started today is earmarked for 2013...not 2010 or 2011.
I'm not necessarily convinced that this particular report is correct but the timing is about right. There have also been long-standing rumors of DVC villas added to the Grand Floridian. AKV showed us that they can convert existing cash rooms to villas on less than a year's notice so that location also seems to be a viable candidate for the next DVC.