Wow, this makes perfect sense to me, too. CCP is trying to boost the bottom line so as to make themselves more attractive to Sony. I've seen this before with a bank I once worked for - all of a sudden they went bat&#&$ and started implementing crazy ideas that catered to new customers at the expense of old regulars. It was only later we realized that they were preening for a take-over - which they got (resulting in layoffs that we were assured would never happen).
So I completely believe this story.
Again, just go F2P and get it over with. Stop with the smoke and mirrors.