Just what constitutes a disappointment for iPhone sales as the blogosphere argues about the greatness of the new 4S model? Lots of ways to measure it. A lot of current iPhone owners saw the new model as disappointing.
Another angle? Here are some predictions -- made before the October 4 announcement -- from Wall Street analysts about total iPhone sales for this quarter:
Sept 20 - Wedbush Securities analyst Scott Sutherland: 26 million
Sept 20 - BMO Capital analyst Keith Bachman: 25.5 million
Sept 21 - Goldman Sachs analyst Bill Shope: 26.8 million
Sept 28 - Jeffries & Co. analyst Peter Misek: 28.7 million
And, again for context, Apple sold 16.2 million iPhones in the fourth quarter of 2010 (which Apple calls its fiscal 2011 first quarter, by the way). So sales were expected to almost double before any of the controversy arose and before anyone really knew what the new model (or models) would look like.