Or is there now a backlash when Steve doesn't introduce something akin to the iPhone at Macworld?

It seems to me to be another proof of one of the tenets of my eBook: "surprise and delight" your customers.  The flip side to that seems to be that when Apple doesn't surprise people at each years Macworld keynote the stock takes a hit and the naysayers come out in force.

I believe the leaks of information regarding the Macbook Air name, the iPhone 1.1.3 update, even the iTunes movie rentals pushed some stockholders to dump their shares because they were not surprised.  Even more, and pretty rare for Apple these days, is that many people were clearly not delighted with missing features in the Macbook Air.  It's almost as if people are spending more time surprised by what's missing than delighted they have another amazing notebook choice from Apple.  No fundamentals have changed at Apple, there is now a sexy new computer on the shelves along with additional movie rental revenues coming in yet the stock has given up more than 10% its value.

One question on branding.  Why didn't they call it the Macbook Nano?  Any ideas?