I'll have to say that it's hard to draw conclusions about the lenses, since we haven't yet seen them, and we don't know the full extent of their performance.
I will say that the proposed Nikon lines look like they compromise too much without adding any compelling features. If they were the first to the mirrorless game, things would be different, since they would not have anything to compare their products to, but with m4/3 and the NEX system out, it will be difficult for Nikon to be competitive. Already, they are starting off at a much higher price than their larger sensor competitors, and only if the lenses are really small (compact camera size when attached on a body) can there be any hope of competing with them.
Well, we shall have to see when they get announced.