UPDATE: Sony just announced the new NXCAM. Nothing to worry for Panasonic. It is a normal camcorder with AVCHD tapeless recording!
SonyAlphaRumors posted a “rumor” coming from Japan:
“– Sony will unveil a Camera with “Alpha” brand.
– Made for high-end movie with Alpha lenses.
– The camera is not compact.”
It doesn’t look like a real competitor. I expect Sony to announce a classic camcorder which can use Alpha-Mount lenses.