How did they fill the time last time? It's not like they've never had an iPhone-only event before.
Edit: After a bit more thought (not too much, getting kids out the door for school atm) here's what I see:
From the sounds of things, there's 3 (possibly 4) new product launches expected before the end of the year - iPhone, iPods (+iTunes?), iPad jr and possibly new ATV content. It also looke like there's only 2 events expected - one on the 12th Sept and the other early Oct. If the iPad jr rumour has any basis, then I'd think that's be the device that gets the stage to itself.
So, here's my revised guess: Sept - iPhone + iPod Touch + iPod Nano + (hopefully) iTunes. Oct - 7" iPad + new atv content