At first, I laughed at the possibility of the NX being a Wii U able to stream to multiple gamepads- but now that I think about it, it does make sense. They clearly spent a lot of development time on the streaming capabilities of the Wii U and while it didn't take off quite as well, if they dedicated themselves towards pushing that idea further and doing this "NX family" sort of idea, where the handheld streams to the home console, it might just work.
But how do they sell this sort of thing? I think telling people to buy two separate sets of hardware is a risky venture. Two SKUs, one for a handheld NX and one that has the console version isn't viable, especially if the console version is lacking features the handheld version has, or vice versa. Therefore, I believe that the console version will come with a disc drive/tv-connection device but also be a NX handheld as well.