Barrons.com:

Canaccord Genuity’s Mike Walkley this morning raised his already fairly high estimate for this quarter’s sales by Apple (AAPL) of its iPhone from 27 million units to 29 million units, after his “checks” last month suggested the iPhone 4S was the top seller at AT&T (T), Sprint-Nextel (S), and Verizon Communications (VZ).

Such a disappointment indeed.