I wouldn't be surprised to see a September event for iPod,

tv and audio/video content.
1. Apple wanted to focus specifically on the consumer Mac line with this announcement, so there was lots of talk about market share, unit growth, design, etc. of Macs, and very little (or no) talk about iPhone, iPod and Leopard. That was partly for the analysts, which like to have their story spoon-fed almost as much as tech journalists.
2. The iMovie section of the iLife intro video puts a lot of emphasis on scaling -- iPod-quality on up to better-than-DVD-quality video. Sounds like a good hook for a fall marketing blitz for scaling content for iPhones, widescreen iPods, Macs and (with

tv) the family room HDTV.
3. iPods usually refresh in September or October ahead of Christmas shopping season.
4. The fall TV season starts in late September.
I'd like to see Apple announce in September: widescreen iPods, a TV subscription plan (all you can eat for $24.99 a month with a lot of titles available in HD, limited live streaming content), movies on demand ($4.99 and all in HD), and an

tv upgrade to allow direct purchase from the box. One more thing: The Beatles catalog.
I don't necessarily see the need for a hardware upgrade for

tv -- depending on whether Apple emphasizes bandwidth, storage or both.