Before the speculation gets out-of-control let me just say upfront its not EE 2.0 or Commerce. If things go as planned (crosses fingers) we’ll be announcing our first 3rd party certified module for EE sometime next week. This is mostly news for add-on developers because, assuming this first test goes well, it will open more business opportunities for the growing number of people making their living developing for EE.
As far as Magento goes, I certainly wouldn’t call it “half baked” but we certainly would not officially offer integration with any type of service or application that is not 100% out of beta and then some.