First regarding the rumors. I have read about a MTF on Pierre Saint-Martin, which I find very interesting, if only because it is new to the race, instead of the usual suspects. Pla d'Adet could be excellent as well, as it links up well with the other Pyrenean mountains. There have been some huge mountain stages in the past, finishing on Pla d'Adet (see 2001 and 2005). It really gives the opportunity to attack before the last climb.
Cyclingnews posted an item about La Toussuire as well, which could be excellent as it implies either Galibier (not likely after it being used twice this year), Croix de Fer (the most likely) or perhaps Madeleine beforehand. Especially the Croix de Fer->Touissuire is interesting because there is no flat between the two mountains.
I would rather not see the Alpe d'Huez, since it has a tendency to "overshadow" the other mountains in the Alps. I think that the TdF-organisers won't insert it in 2012, but will use it to celebrate the 100th edition in 2013.
I really can't figure out whether the TdF management will scale back the mountains this year, because they want to return to the more normal recipe, or this years excellent race will ensure that they continue to make a quite mountainous Tour.
Then regarding the wishes for the Tour. I think that the stages this year with a descent before the finish has proved useful. The Tour could to that once more this year, with some medium stages in the Vosges or the Massif Central. Overall, I think the Tour has gone in the right direction the past few years, but I would like two short ITT (both 20-25 km), with one being the traditional the day before Paris, and the other at the end of the first week, before the Alps.
I think 4 MTF is quite apropriate, through this year has been quite unusual because all the mountains has been HC, where it's usually divided between HCs and cat 1s.
Lastly, the single best thing about the TdF 2011, which I hope will be continued in 2012 is the "uneven" flat stages in the beginning of the Tour, like the Mont des Alouettes and Mur de Bretagee. It creates some excitement in the first week, so we dont have to see HTC and Cavendish win 80 % of the flat stages. I really hope they'll continue down this path next year.