Nikon filed a patent for a 70-200/4 VR II:
http://www.freepatentsonline.com/20110228407.pdf
Also an 18-300/3.5-5.6 VR II (because we don't have enough 18-XX variable aperture zooms already haha):
http://translate.google.com/translat...p%2F2011-09-23
The 70-200/4 in particular would be a good move for Nikon, as there are enough people clinging to the Canon system specifically because of that lens. I also think there is a market in general for people trying to create a lighter weight "pro" quality system. It might also be nice on the Nikon 1 bodies, for a lightweight 189-540/4 VRII zoom .