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Will Apple's Sept. Quarter Guidance Disappoint the Street?

Eric, which other mobile phone manufacturers/consumer electronic device makers defer revenues the way that AAPL does with the iphone? Are there many? If not, shouldn't analysts at least acknowledge the cash that's coming in the door in the September quarter if AAPL does indeed sell 4 million phones? There needs to be some way to compare AAPL's sales/earnings to others on a consistent basis. Maybe they all recognize revenue/earnings this way and I'm way off base.