That's the big question I have in my mind too - what happens first 1/2 next year. Mac Pro (yawn! sorry, if I had money I'd be very excited), laptops (rather exciting especially if MBA gets retina - I'd upgrade my lovely 2012 11"!), ATV or integrated ATV (perhaps an app store for the ATV?), gaming (via the ATV??), and of course there is the chance of an entirely new product we know nothing about yet.
I understand what you are saying, but if you were to put a dollar figure beside each of those, the only one with a price and size combination that will have people standing in line is the ATV (in something close to its current form). Remember, they called that a hobby and it requires the infrastructure - Netflix subscription, computer running iTunes, etc. - to make it worthwhile.
Oh, the MBA could create a buzz too, but it is the only laptop that due for an upgrade. I have never been interested in one of those because of 1) the battery life isn't all that great and 2) they don't have a lot of hard drive space without driving the price up. You know what device people can use in the place of a MBA with some compromises, advantages and disadvantages? Yep, an iPad.
So if you are Apple, and $$$ is the bottom line, what would you do?