I see there is a lot of concern about there being increased competition for studios if Disney makes this a single association. I just wanted to mention a counterargument.
I think the current structure of Poly1 is what creates the outsized demand; there are hundreds of thousands of points generated by the bungalows that were in reality sold to people who will only (or primarily) book studios. I don't believe (and I think based on other posts many agree) that the demand for bungalows is anywhere near the percentage of the overall points pool they represent. I think if Disney put the new tower into the same association as Poly1, you would have a much better mix of rooms and some demand would flow away from the studios. People would be much more apt to occasionally upgrade to a 1-bed or 2-bed much more often than the absurd splurge necessary to go from a studio to a bungalow. In addition, I think you'd see a better evening of ownership base that would include people who want 1 or 2 bedrooms but as a result of poly only offering studios and bungalows won't own there.
I fall into this latter group - when we decided to get back into
DVC, Poly as a resort and location would have been at the top of our list, but for us we want a 1 or 2 bedroom. If the new tower is part of poly1 there is a good chance we pick up a contract there....and all those points we buy will not compete for your studios. For us, it would also be fine for the tower to be it's own "Poly2" but I think we'd be reluctant to buy (initially because of the cost of direct and long-term if they keep the resales restrictions). That's why personally I am hoping they lump them together (and I don't think it's a bad things for Poly1 folks).