Agree with most, but I'm having trouble combining your points 2 + 3. If they're referring to the quarter before the iPhone 5 was even announced, then it would s

Agree with most, but I'm having trouble combining your points 2 + 3. If they're referring to the quarter before the iPhone 5 was even announced, then it would seem the iPhone 4S that's actually on shelves would be the fair point of comparison. It's fair to say that Apple enthusiasts would be holding off on buying any iPhone that quarter since they knew the next version would soon be announced (which probably moots the overall article point just on its own). But that doesn't make the overall comparison for the quarter meaningless.