These are just wishful guesses:
1. Weinstein might announce support for Blu-ray. They have no new HD DVD releases scheduled, and their BB is their rental partner, so it makes a bit of sense. However, Weinstein is very mercurial so I would count on nothing.
2. PS3 price reduction. This is probably too early, I expect it in September.
3. My favorite is that Fox returns. They just had a full-page ad in homemediamagazine.com, declaring their exclusivity to Blu-ray, so perhaps something is up.
4. Wildest dream would be Universal. While I discount this almost completely, I wouldn't want to have Ken Graffeo's Christmas bonus plan!
I don't find the announcement of titles per se to be all that important, especially catalog. We are seeing that catalog titles just don't have the impact people would have hoped. We need something that changes the structure of the situation, not just more blue boxes.
I also keep wondering if Sony and Toshiba might be thinking about having another conversation but it is too soon for that.