If what we're seeing is the form factor of the new MB(P), then I have a hard time envisioning a Blu-Ray drive, since they are larger than what would fit in the apparent size of the new computers.
I would be so pleased with a apple tv and if they were reasonable enough in price would buy a couple of them. Would be a great way to show slideshows to my clients in the studio without any boxes connected so would look nice and clean on the wall
I really don't see Apple making televisions at the best of times; it's a low margin, highly competitive, saturated market. In the current economic climate, zero chance.
Blu-ray support is good though, I don't want it now, I may do in the future.