I reread dgp's translation (thanks for that) and will speculate some more. Perhaps they are rushing the KMS by 1st quarter 2013, so the Elders will be prepared when it gets dropped on everyone else at the 2013 DC's. These are usually followed up with a print WT to be studied in the Fall. When I read "significant doctrinal changes" I think they want to change one doctrine in particular, but to change one, they have to adjust some other doctrines too, to keep the beliefs consistent. And to me that limits what it could be even further.
I think we both overestimate and underestimate the GB. We overestimate them as shrewd businessmen and underestimate how much they might sincerely believe they're doing God's work. I think they'd spend every last dollar on literature if it was still effective, they've been losing money for decades in foreign countries on literature and kingdom halls with absolutely no payback because they were bringing in new members hand over fist. If they cut expenses or guilt trip members into donating more in one country, it's just so they can blow the proceeds in another country where it's more effective in bringing converts. They sit on a billion dollars of real estate because they needed the property at the time, and happened to benefit from 50 years of market appreciation, not because they're all Warren Buffet's in disguise.