It may very well be time that Apple introduces another new product, this time taking what they've already got on the market with the ThunderBolt display and the Apple TV set-top box and combining them into one next-level product. This product - or something like it - was tipped this week by Jefferies analyst James Kisner whose anonymous source spoke with a North American cable provider (aka he said, she said, down the line) who said they were "working to estimate how much additional capacity may be needed for a new Apple device on their broadband data network." Another possibility here is that the talks earlier today with Dish and Google may have leaked over into Apple's universe.
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