I think the iTunes Movie Store and new iPods are a given for todays Apple press conference, but if the rumours are correct, then an interesting if poorly name product, TubePort, could be the missing link for internet movie downloads.
TubePort. A $99 2-piece set that includes a dongle that connects via USB to your mac, and another dongle that connects via included HD cables or regular Component cables to your TV. The movie is accessed on your Mac via an iDisk-like storage component hosted by Apple.
If they add SCART support (essential for older TVs), and then allow to stream any movie format that QuickTime is compatible with (DivX, XviD, WMV etc.), I can see this being a big winner. Unfortunatly, my guess is that it will only allow the streaming of videos converted to QuickTime’s MPEG4 format, and if they feel very harsh, just those bought off the iTunes Store.