I've heard similar things, but it's unconfirmed. My guess is iPods, as we had last September. [Macrumors]
@Carmen: Lean Mean A Mans Dream Sex Machine: It's hard to maintain an element of surprise with a legion of website that go so far as to track daily inventories of their Asian suppliers while two to three dozen financial firms track hour-by-hour updates.
Besides - what's the point of surprises if no one ever finds out? It's like throwing a surprise party and then not inviting anyone to maintain it's secrecy, aka my 7th birthday.