How did a rumor about Canon's new camera offer become Canon joining m4/3?

Not sure how a statement from Canon's Q1 results and earnings call became a rumor for Canon joining m4/3.

Rumor

http://www.43rumors.com/big-rumors-from-competition-canon-mirrorless-windeed-with-four-thirds-sized-sensor/

Factual statement from Canon

http://seekingalpha.com/article/538551-canon-s-management-discusses-q1-2012-results-earnings-call-transcript

"Regarding our product portfolio, Canon offers a broad lineup of SLR cameras to meet the wide range of market need. This year, we are updating our lineup with a particular focus on higher-end segment. We have already announced new advanced amateur and professional level cameras. We will use our rich lineup to expand sales 27% to 9.2 million unit. At the same time, we will also work to increase sales of interchangeable lenses. As for compact cameras, we are aiming to boost sales by 17% to 22 million units.

To achieve this, we will further differentiate and enhance our lineup by launching new cameras offering the image qualities that approaches SLR cameras; furthering the improvement in design and qualities, and by incorporating features such as network, connectivity capabilities."

The rumor site gives the G1X as an example of a 4/3 sized sensor that Canon has in its inventory.

From dpreview's review of the G1X - the G1X sensor is actually 16% bigger than a 4/3 sensor.
http://www.dpreview.com/reviews/canong1x

So I am not sure how a statment about launching new cameras (compact cameras?) offering IQ approaching SLR cameras means joing m4/3 or building their own version of an EVIL (NEX series, X-Pro-1, etc) or maybe even just improving the G1X concept - fixed lens compacts with bigger sized sensors (e.g. X100)...lots of room for different products from Canon's statement.