Well, I guess all the blogs are making their own guesses, so I might as well join the fray. I’ll divide things into likeliness levels, L1 being the most likely, through L3 being the most unlikely:
* L1: Mac Pro (desktop), some kind of expanded iTunes service, Leopard announcements
* L2: iPhone, MBP or MB spec bumps.
* L3: virtualization or Windows API
As much as I’ve been feeling disillusioned about Apple stuff lately, I still find myself getting pretty excited about his Steveness giving a speech. It’ll be a real shame the day he retires.