yeah rumors against real problems.
It's a real problem when billion of dollars are being spend on a devices division that adds less than 1% to your net profits; and the new CEO, the new division VP, and shareholders are all restless. Like it or not, thats the reality of the situation and they need to do better than they have historically.
Those are
real business viability problems that need to be addressed one way or another. its no surprise they went on a monetizing binge and tried recapturing some consumer surplus with DRM, and killing used games among other plans.
Likewise Sony is in real trouble with their LCD product lines and a few other electronic product lines. Which is why they're making moves there and split it off and outright sold their PC business.
Same ideas at work there. Shareholders like money and they want to move investment away from those areas that make them less to those that they make more, and could make more.