Doug Kass of The Street has posted some tidbits he's heard from the trading desks and industry. According to this writeup, "these items have not been confirmed."
I am also hearing that Google CEO Eric Schmidt has already begun low-level discussions with several Apple board members regarding his role as a possible temporary replacement to Steve Jobs should the options-backdating issues intensify at legal levels.
His previous column in early January claimed that Steve Jobs would be announcing a leave of absence, which has not yet come to be true.