I most definitely would have purchased an iPhone 5** but I am not sure I will purchase the 4S. Even so, I am not sure that I see this as Apple falling behind. Maybe they did not release all the features I wanted but that's not what it is about. It's about maximizing their profits to further their business.
They also have to make sure that their new product pipeline is healthy and they need to regain mind-share as their vision changes with a new CEO.
This new iPhone has a lot of good features. Some are similar to the Android and other competitors, some are better and some aren't. That's the way it is with all the vendors.
Maybe their are more people like me. They have not lost my business, just pushed it out a bit.
Just my
** I want the larger screen that the iPhone 5 is supposed to have