Yes. I think it is very likely that they will tell us that NASA won't build and operate manned spacecraft anymore, and instead, hand it over to commercial companies.
But it this really going to be good news or bad news?
Well, I had a few serious thoughts on it, and my conclusion is that we are actually going to witness a gain of great chances for the first time seriously. NASA has done great jobs in the past, but think about that this kind of big governmental monopoly prevented commercial space flight innnovation on the other hand. Many that left NASA disappointedly in the early 1970s due to the Apollo cut, including many Apollo astronauts, call for commercial space flight since then (some even founded companies). Because the Apollo cut was the first serious sign that it might not be the best idea to be dependant on politics. We all know that a government mostly isn't a good entrepreneur (not in socialism, not in communism, and not even in democratic systems). Just think about what civil Boeing and Airbus aircraft would have been without commercializing aviation, or rather would not have been...
NASA is doing wrong these days, well actually for decades already. And these days NASA definitely has entered a final deadlock. There is no way out obviously. The game is actually over already for years (to be precise: since STS-107). I think it is the smartest thing to renew or to actually restructure NASA. Let it support commercial companies, and let it work internationally like Obama obviously tends to favor. Why not? This will give us great chances to really innovate manned space flight and make it availabe for humankind in the long term. Because NASA wouldn't. It is just a big governmental body that eats lots of money and does prevent innovation outside. With the power NASA has, combined with several companeis and industries, manned space flight could become a lot more of what it is today, without the risk of governmental s****dity and program cuts.
After all, the cold war is over and we're now going to see a major shift in space flight anyway. Maybe we really have to go adrift a dead horse. Worrying about NASA might be like polishing the outer skin of the Titanic. Don't let politicians decide anymore whether humans should go to the moon or not. Let those decide who want this stuff: people, scientists, engineers and astronauts. Commercialization offers great chances. Politics just slaves scientists to budget and agendas...