Forget which side of the fence you sit on (whether or not there the annennta issue is big or small). Also let's assume Apple is not lying about the return percentage. Even if there wasn't an issue with the phone I'd automatically figure that the iPhone 4 return rate would be lower than that of the 3GS.
Last June I was able to walk into an Apple store on the Monday after launch an purchase an iPhone. Now there is a 3 week backlog on a much higher antisipated phone. Most people are just going to sell their phones if they don't like it instead of retuning it. Just look on eBay and see what they are selling for, even with the higher ETF it still profitable to sell online. I also don't think they are counting contract brakes in the return percentage.
Just a thought and I'd like to see what the difference is when you add that data.
Last June I was able to walk into an Apple store on the Monday after launch an purchase an iPhone. Now there is a 3 week backlog on a much higher antisipated phone. Most people are just going to sell their phones if they don't like it instead of retuning it. Just look on eBay and see what they are selling for, even with the higher ETF it still profitable to sell online. I also don't think they are counting contract brakes in the return percentage.
Just a thought and I'd like to see what the difference is when you add that data.