I read it, but can you not see that the slower quarter is because people have been holding back waiting for the latest iPhone? I know so many people who have put off their upgrade until the 'announcement'. Sales will soar once more and the competitors will weep into their clumsily designed iClones.
I took a gamble, and bought a 4, and I'm glad I did. The iOS5 will make it feel like a new phone anyway - and while I think the upgrades on the 4S are pretty cool, I can wait until my contract runs out without feeling like I wished I waited.