Well, it turns out that Kevin Rose was correct, the iPhone was announced on Monday (US time).
However, not by Apple, but by Cisco, under their Linksys brand name. It seems they've had the trademark for years.
It looks to be some kind of cordless Skype phone. Oh well, my credit card is safe for a little longer.
I guess when Apple finally do bring out their phone ... MacWorld anyone? ..., it looks like they'll be forced to come up with some gimmicky new name for it.