Don't you think from all of the past number-fudging & discount lures that there's no way they would want to build MORE resorts & spread out the room capacity even thinner? I don't know the figures (frankly because stock reports & quarterly totals bore the hell out of me), but wouldn't you say a partial reason for resort capacity percentages being down is because some people that would have been staying at older Value & Moderate Resorts wanted to try out AoA & so those numbers were spread thin?
IMO, they should have waited until AFTER FLE opened to open up AoA. FLE will no doubt see spikes in attendance & fill rates would have gone up, up, up. Disney could have then declared how well they were doing with sell outs & THEN announce a new resort making the people that didn't come for FLE another reason to go, plus give the people that already went a reason to go back & stay at a new resort. Not only that, but sell outs generate hype for consumers.
Now, if I get what you're claiming, you're saying they've opened up AoA, & the various DVC in preparation for some sort of WDW explosion of greatness. (Which, in my eyes, just means AoA because the DVC stuff is just untouchable for most families.) NextGen I'll give you, I do think NextGen is a good idea, just don't like how much they spent on it. But I find it very hard to believe that the WDW that has let themselves degrade show quality, entertainment, & even the simplest of "Magic" (napkins, etc.), is the same WDW that plotted out the "resort expansion & restoring of infrastructure" you meantion in order to accomodate massive loads of people coming to see whatever they create (or don't create) in the future.
However, I have a feeling that you don't believe TDO has been in charge for some time & that TDA is pulling strings behind the scenes. So by that account, you think TDA is your "new sheriff". Which is fine in theory, but I really don't think TWDC could have hidden that from all of us this entire time. And if they did, then LARGE amounts of credit to you. I don't mean to offend, just trying to see exactly what goes on in jt-land.