Regarding the powerbooks
To Apple, a 15" update wouldn't be that big (unless they put a g5 in it, when I quizzed an apple representative during a g5 demo in stockholm he quickly replied "you shouldn't expect one this year") so for Jozwiak to do the launch is quite probable.
Hopefully they'll do an update of the 12" and 17" as well. If they don't the pricelevels will have to drop. It is in apples best interest to keep the price/performance ratio between the three models constant (since it seems to maximise profits for all three models).
Powerbook updates are usually not that big a deal. There certainly wasnt that much commotion when they updated the 15" from rev b to rev c.
I'm getting uncertain of the validity of the 15,4" rumor. Maybe they need the extra bulk of the chassis to squeeze something in, but making the screen bigger could jeopardize the 17"-market. Granted, there is a 1,6" difference, but still.
(What I would like to see is an apple response to windows mobile 2003, but that will NEVER happen, Apples PDA ventures died with the newton.)
Just a quick analysis by the market analyst...
/MoKoNa^