Please do not attempt to justify the ball Apple just dropped by telling me people will buy them anyway. Phone sale metrics are no excuse for Apple to degenerate into AAPL. The Apple I fell in love with is never complacent, always innovating. I don't care about their market size -- I care about imagination. And today we got greeting cards.
As a 3GS owner, I've admittedly been coveting the iPhone 4 design. And while I'm sure I'd like a 4S better than my 3GS, I'm sick of being stuck in the 'S'-cycle swamp. Apple wasted SIX MONTHS of my upgrade cycle only to release a phone that's already outdated. If iPhone 2G customers upgraded to a 3GS after two years, why should 3GS customers have to upgrade to a 4S in 2.5 years?
The 4S MIGHT have been an acceptable upgrade back in June. But Apple really needed to introduce a larger, higher quality screen size today. I neither want nor expect a complete redesign every year, but I'm also dissatisfied with a bezel that wastes a full third of the front of my phone. I also find it arrogant that Apple let demand build and hype escalate, only to show up late and unprepared. How can they justify phoning in their most highly anticipated product after 1.5 years of lead time and ~50B in cash on hand? Because people will buy them anyway? That's insulting and unwise.
I predict that Apple is going to be forced to release the phone consumers expected today no later than June 2012. The 4S is already behind the curve; I doubt investors will tolerate such a lazy release cycle moving forward. The 4S might sell like hotcakes, but such an uninspiring showing after an unnecessarily long wait may have damaged the brand. Today might teach consumers not to get their hopes up for Apple products. I'm not ready for Android (shudder), so for now I'm praying that my 3GS will last until WWDC. In the meantime, I hope Apple stops wasting capital trying to ban competing products and gets back to work.