Barron's is reporting a fall in AAPL yesterday on rumors that the Sept. 9 press event will be underwhelming. While new iPods, iTunes and iPod touch pricing are expected, new Macs are not. Hence the downturn.
This is another example of disappointment over an artificial scenario, which we've seen many times before. Each year at WWDC, Apple observers complain when Steve fails to produce a slew of consumer products. Well, that's a developers' conference, not a trade show.
This is the same thing. The invitation to Tuesday's event suggests "iPod." To expect Macs is silly.