SSNFL.PK (Samsung) is doomed to margin squeeze, so does AAPL. Thanks to GOOG and Linux that we can purchase smartphones cheaper and cheaper. In Android world, there are few differentiation. Any new software feature faces a 3rd party equivalent in Google Play. For hardware, other than full HD display, others can match all Galaxy S4 feature (perhaps non touch slide not yet). SONY, Huawei, LG, ... all come with 13M camera. Now, SSNFL.PK understands that unless they can open up new ways of revenue, all hardware makers will become PC makers. SSNFL.PK is now challenging some areas such as online store and advertisements.
So, bad news for Android hardware maker a good news for AAPL? NO! GOOG's business model has put an army of hardware makers to fight AAPL. Other than new CPU, iPhone5S is no where near Galaxy S4 on hardware functions. GOOG doesn't care income from Android but just needs to lock in its Internet monopoly. GOOG's business model is called - less than free - pay you to use its software.
Many retail investors watch media to buy/sell but institutions won't. If iPhone5S and 5C really sell well, we should see APC.F (Apple trading in German) rise up big. Institutions have their channel to get real sale figure for them to operate. For big institution like GS, JPM, they can act on German and enjoy push up in today's US market. Up to now, Apple in German has dropped more than 1%.
It is normal for a company to hint (cannot announce for legal reason) crowd on shortage to push the to buy quickly. I have checked some shop around me. What I found is that no shortage on iPhone5S. As I read this board, I am not unique.