http://www.gamesas.com/topic/1514638-bethesdas-e3-conference-thread-3/
So carry on what you think will happen. Fallout 4? Dishonored 2? New IP?
At least we know games like DOOM and Battlecry will be shown since they haven't even had a spotlight yet. Please don't derail this into another "mods on Steam" thread, we have one already...