Some of my conjecture:
1. Why sold only in the U.S? Because the new model is tied with certain book seller, just like the Kindle series only available in the U.S. The question is: who will be the book seller? The seller must be very ambitious, very competitive. I will think iRex as an ODM of the new model. We can't buy it from iRex directly.
2. No shell access avaialbe. Since the new model is tied with certain book seller, they won't like users hacking the device to expand readable book foramt. So, shell access will not be provided as iLiad.
3. File fomat that is readable on the new model will be very limited. At least, pdf will not be excluded.
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