I do these every year and seem to get a slightly-better-than-50-50 success ratio. Since nobody reads this anyway, this is mainly for my own amusement.
- iPhone OS 3.0 demo. Shoe in.
- iPhone OS 3.0 will have some surprises still. I'd bet on a new, previously unseen, Apple app.
- New iPhone. Better camera, more storage, compass, video recording and clipping. At the risk of sounding like Bill Gates ("640K ought to be good enough...") I'd wager no faster processor. OS 3.0 will be more optimized and some of the peripheral hardware (video & audio chips) will be more efficient, which leads to a better overall experience. I still feel a much faster processor would put developers in a bind, with a large installed base using slower phones. Then again, I might well be wrong here.
- Expect some big announcements/highlights of new companies joining the developer program. Enterprise stuff, like IBM, Oracle, etc. Note that most games produces are already there. iD software might show up and demo a new unannounced game: hardly the first time.
- No new hardware. Certainly not a netbook or tablet. If they did, it makes more sense to do that at a special event.
- Snow Leopard demo. Expect some actual surprises here. I'm betting on a new UI. Also, Apple quite likely wants everybody to upgrade, so I wouldn't be surprised if this release would be priced in a friendly way.
- Social network integration. Several apps in Snow Leopard and iLife have some form of this. Expecting at least some mention of this, if not some announcement of further integration
- App-store for Mac apps. Haven't seen much mention of this, but I'd say it would be silly not to extend the app-store to include all Mac software. It works and devs are willing to give Apple part of their cash for the privilege.
- This was last year's big thing. Expecting some announcement in this area, perhaps related to the social network stuff. Remember that all Apple really lacks to turn MobileMe into a social network is friend lists...