True, Google will still have apps available in Apple's App Store, allowing customer choice. But many iPhone/iPad users tend to stick with the default apps offered on their devices and won't bother to check the Store for alternatives. A bolstered Siri working in concert with an Apple-run Maps backend will certainly hit Google where it hurts.

So we'll see the new iOS at WWDC. But will we see a new iPhone? There's been a continuous gusher of rumors about an upcoming iPhone with a 4-in. screen. I initially ignored them but a look really convincing. From the taller dimensions and smaller dock connector to the (whose new location, like the iPod touch, is on the bottom right), the details are starting to add up.

Will Cook really unveil a new iPhone now? If recent history is any indicator, the next iPhone will be unveiled at an event this fall, along with a new iPod and iPod touch. A new iPhone hasn't been announced at WWDC since the , but there's no better place to give your developers a head start on updating their apps to support a new resolution then to announce it at WWDC.

The catch? Announcing a new iPhone would extinguish current iPhone 4S demand overnight. Unless Apple plans to ship the iPhone within the next few weeks I'm dubious of any announcement. Anything different would kill iPhone sales as everyone waits for the new one, hitting Apple's bottom line for the quarter.