Without joining the assault on the OP, or verifying their statement I will add my personal observations.
1: Have been to my local Apple Store 5X since the press conference (final preps for sending the last child to become another engineer, ah, the end is near. Asks the wife, what Pacific Island are we going to in 2015?).
2: Yesterday I saw 1 person return their iPhone 4. The store was EXTREMELY busy, however it was all iMac and MacBook business, 1-1, and other purchases.
3: One item did grab my attention. The center of the store has a display with 15 iPhone 4 on it. This table used to be stand in line and wait to see the phone. I have not seen more than 1 person at this display on each of my last 5 visits post press conference.
Mean while the Verizon store is backed into the outter floor with people wanting the POS (IMO) Droid X.
Now, this is nothing but relaying observations. However, I think when we see new numbers it is not going to be pretty. I also think the delay in the White Phone is related to internal changes more than paint, but the paint application excuse is somewhat legit.
End.