As for Gamescom, I'm not too sure. Maybe they don't have that many more games to show off :/. This move is pretty awkward.
Concerning their overal actions in the past few months... I'd say it looks like they were scared. The complete reversal of policies, change in kinect requirement, and change in indie philosophy all are a result of them reading and gauging the market and realizing they would lose many potential customers. In short, less money for them lol.
I'm glad they saw the light so to speak. I want an XBO now. This whole escapade will be something to remember for awhile lol.
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