iTMS movie downloads in September - but only one studio on board so far?

The rumors are flying even faster in the last couple days that movies could appear in the iTMS as early as September. We're hearing that Apple might have an event planned in San Francisco for Sept. 12th, where they could announce iTMS movies, or simply a $300 leather case for their $350 iPod Hi-Fi.

Curiously, Business Week is running an article about opposition against iTMS movies from Wal-Mart, of all companies (turns out they're the largest DVD retailer with 40% of the market). Business Week also mentions that Apple only has one studio signed on so far - Disney (of course) - though we aren't sure where they heard that (with studio CEOs dropping their own hints, it seems anything goes right now).

So where does this all leave us? Honestly, we're not sure. Rumors are flying, but Apple hasn't officially made any event announcements or so much as sneezed in one direction or another. We wish we had more to tell you, but for now, we'll just have to keep our ears open.

[Update: woops, Apple actually has confirmed a special event for September 12th.]