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Rumours from doctorwhotoys.net
Compare the rumour titled Series 4 & SJA Releases "Confirmed" (dated 21st October 2008) with the one a bit further down, SJA Figures "Return" (dated 14th October 2008), and ponder which seems more likely. The fact that the 21/10 rumour also includes figures that I'd bet cold hard cash they'll never ever make (the complete cast of Midnight? The 'German Woman' who had all of five lines in Journey's End?) makes it seem all the more ludicrous.
On the other hand, the Classic Gift Set rumour (22nd October 2008) sounds very likely -- it overcomes the problem of whether they should be painted black & white or colour (the latter sounds obvious, but it wouldn't be story-accurate now would it) and potentially solves the problem that Doctors 1 and 2 aren't expected to sell well.