Not a surprise for the bigger 3DS. If the specs are upgraded, I can see the 3DS sales going down almost (but not completely) like when the price drop was announced. If the console includes a CPP, it's quite a clear alternative for those who don't carry their consoles outside the house. What I'd like to see is what the ideal playing distance is for the new XL console. Somehow the 3DS is a bit hard for me in regards to a nice distance (not to mention the tremble of buses and the likes making the 3D unusable (damn you Finnish winter!)).
If the WiiU is priced at $350 (350-400€ in Finland for sure (taxes + "exchange rates" are killing me)), i'll leave it on hold. Looking at the Wii and how I just got it a year or so ago, I don't regret it at all. Sure it has a few party games that I didn't have at home (a few friends did though, so didn't really miss out that bad), but considering the pricing of competition at the moment (PS3/360 are great consoles with huge game libraries (most new to Wii owners!)), the WiiU will need quite a few titles to get a rocket start.
If only they'd give us full games to play (demos of them) and release Nintendo first party games like Zelda and Mario for the console, the competition could get interesting very soon.
ps. I bought the DSiXL out of a whim a year or so ago and haven't regretted it. Must more nicer for the eye (bigger text!) and easier to hold for an adult (my DSL is kinda cramped compared to my hands).