I can imagine something along the lines of this happening: Tim welcoming everybody, he provides the usual Apple "Updates", Hands it over to Phil who will announce the new iPhone 5S. Next Federighi will demo iOS 7 running on the 5S while he paralyzes everybody with his usual "Awesome, amazing, extraordinary, glassy smooth" vocabulary. Back to Tim, he wraps everything up when suddenly he stops everyone with a "One more thing". Boom the iPhone 5C. He explains why it's so important for Apple to target new markets "large emphases on China", hands it over to Phil who will dissect its hardware. And finally Tim will remind everybody of Apple's philosophy and how he can't think of a better reason to wake up in the morning. Everybody gets out, 1 week later 75 million people preorder the iPhone, Apple becomes so rich that they finally take over the world.