The editorial the NWR put up hypothesizes that the 3DS projection getting lowered may be due to the 2DS not selling. What would be the main problem with the 2DS? It's name suggests that it's a different product when it isn't. It's a 3DS but using a completely different name always ran the risk of market confusion.
So if they change the Wii U name you're going to have existing Wii U owners wondering what this new product, let's call it the N6, is and whether they need to buy it. Will N6 owners know that old Wii U games will run on their console? Will Wii U owners realize that these new games with "N6" on the cover run on their Wii U? I think it would create the misconception that the newly branded Wii U is actually a new console, which means that all the cons of replacing the Wii U at this point are present but none of the pros. Everyone thinks they abandoned the Wii U early when they didn't while those that know better will know that it's still just the same Wii U that they didn't want to buy. A different font/logo and chassis redesign for the console itself might help establish the clear separation between Wii and Wii U but that's the most I would do.
What scares me about the smart device comment is that if Nintendo went to smartphones would it be something they actually thought out or just a panic move? Do they actually realize why the Wii U is flopping or are they clueless and "smart devices" is just them giving in to stockholders because they have no clue what they did wrong in the first place and are just going to wildly shoot in the dark and hope they hit something? I fear that if Nintendo went smart phone as a kneejerk reaction, it would just sink them further. They need a real plan, for whatever they do next, and that requires a certain awareness of the situation. "****, I don't know why the Wii U is bombing. Let's just try this." is the second worst approach they could take. The worst would be to ignore the situation and do nothing.
Though naturally I don't want them to make smartphone games because phones are shitty devices for games and the output would just be shitty games. Nintendo surviving with shitty games is no different to me than them dying off. Actually it's worse because their IP couldn't even be sold to someone who could do something good with them.
If Nintendo was to develop for hardware that isn't their own the best case scenario from a gamer perspective would be them making third party console games while giving exclusive support in the handheld market to their own handheld. At least then we'd still get good stuff.
If they go smartphone they'll lose their whole edge with the 3DS. How buttfucking dumb would they have to be to kill the one thing they have going for them? If they do that then they really are dumb assholes that fluked their way to success on the Wii.