Kevin's response:

If you look at the trend in the PC market, offering digital distribution in any form is where the growth is, where the long-term revenue opportunities are for publishers. And so clearly with Marketplace, we're taking a pretty big first step, enabling game content, add-ons, demos, trailers, all those pieces. That is digital distribution. Certainly full game distribution is on our roadmap , and I think is a natural evolution, but not something we plan to deliver in the fall update of Games For Windows Live.

So full downloadable games "on the roadmap" = old news. Also: Still largely speculative news until it's really and officially announced, which between Kevin and Chris's comments, it hasn't been.