Personally, as crazy as this may seem, I think the leave of absence was pre-planned and that Apple will release products between now and June and Jobs will not be back. poor dude, I hope he's okay but fear he isn't. I've read some interesting articles as of late and it's weird if you look at the birth of IBM and how PC's came to be and how IBM thought they would have control over the user.
Anyway, my theory is backed up like this.
First, Apple came out and said NO MORE MAC WORLD
Then Steve Jobs said he wouldn't be going, a huge slap in the face as he loved Mac World
Then all the rumor websites had lots of rumors of new hardware and the Operating system update had indexes to new hardware.
Then Mac World came and all the rumor websites were 100% off, normally, they get at least 50% correct.
Then came the hormone letter
Then came the departure.
Therefore, I think between Macworld and the actual event they realized(a very close circle) that Steve was to ill and they decided to pull the hardware and come up with these stories. This way, they can release the hardware sometime soon giving the impression that Apple is okay when in fact, this is also Steve's doing.
Very weird stuff and for the shareholders, they deserve the truth.