I laugh at reports like these. 'Apple is suddenly falling behind.'
Curious to know the return rate on the Thunderbolt because the battery barely last the entire day on a new phone, let alone one that has been in use for a few months to a year.
Fact remains, AAPL is working on a LTE phone, but the 4G coverage and viable form factor is not worth the effort to commercialize an iPhone LTE version at the moment. Management has made that very clear.
This is the wash-out phase from the Negative Nancies over the pushed out release of the iPhone 5. The delay will not affect earnings.
(The only real issue is the potential short-term margin compression from the increase component costs due to the Japan issues. But on a valuation basis the market is factoring that in now, and the market is over reacting. As I see the dust settling, I will be taking advantage.)