I think another big factor is that consumers are adapting to Apple's release schedule. Last quarter was the first full quarter after the iPhone 4S with Siri ca

I think another big factor is that consumers are adapting to Apple's release schedule. Last quarter was the first full quarter after the iPhone 4S with Siri came out, so there was a lot of people holding off buying till it landed. Now, in the coming months, many people will be waiting for the iPhone 5 instead of getting a 4S.