I agree completely with your post Neo, I don't agree with the whole "winning E3" argument gamers have every year but in terms of fans Nintendo have the most to lose this year. Mario Kart has got people talking about the Wii U again and it's up to Nintendo to keep the momentum going, so a firm release date for Smash Bros is essential and also more information on the other games you talked about, Zelda in particular.
As for Microsoft chances are they'll be relying on last years' strategy:
And yeah, Sony need to sort out their release schedule, my guess is that as of now they'll play it safe and probably not give many (if any) release dates for the games they showcase this year.