Agreed, at best they will say "they are looking at plans to determine how to put the money to better work", that is more share buybacks, or increase the dividend, and will make a decision next quarter.
I would not be so sure. Stock has been under fire lately maybe they get a little more agresssive this time rather than in the past. Maybe Cook feels they need to change it up alittle. I have a feeling something will come out of this meeting with the stocks being under pressure with the whole Einhorn thing but I could be wrong. Just a gut feeling.