Marketing, not science
This is
damage control, pure and simple. Steve said they take all this negative feedback
personally, and that's probably very true, but the real fear for them now is a huge loss of market-share to other mobile platforms (particularly Android) before they have time to bring a new design to market.
All things considered, I think Steve delivered an impressive speech from Apple's point of view. It was a well crafted marketing message, with data carefully selected to paint the phone in the most positive light possible, while not entirely dismissing the issue. From a business point of view, what other option do they have but to try and keep their user base as large as possible through the iPhone 4's life? Once someone chooses a platform and starts investing in it (purchasing applications, becoming increasingly familiar and comfortable with how everything works) the choice to switch becomes harder.
From the buyer's perspective, it's not so good. Apple has not been entirely transparent as claimed, or they would have quoted actual signal strength (
like Anandtech did, showing up to a 24 dB drop in signal) and compared this data to a wide range of other phones on the market. Showing videos of bars dropping on three other phones is marketing, not science. Thats to be expected from people posting YouTube videos from their bedrooms, but Apple, for all their PhDs and multi-million-dollar testing facilities, cant give us comprehensive numerical data? Of course they could
if it was favourable for them. I suspect it wont be too long before someone else (perhaps one of the three manufacturers from todays videos) makes up for this omission.
Apple does not have a real solution to fix reception issues on the iPhone 4 you've already purchased. It's possible they are working on a manufacturing improvement to the current design (as has been rumoured), but they would never divulge this information if it were true, because then theyd have a difficult time selling the millions of phones currently coming off the production line. Either way, you're probably out of luck if you hold on to your current iPhone 4 (unless of course you're happy with the bumper 'fix').
Nothing today has changed my mind about not buying the iPhone 4. I think the glass back is also a liability, since it is prone to shatter on impact, but thats been overshadowed by other issues. My iPhone 3G still works for me.
Someone wake me when iPhone 5 comes out.