Oppeheimer & Piper Jaffray (Jene Munster) Slight Revenue Shortfall - Let me reword this - can't keep up with demand

Ok, headline Oppenheimer says Apple to miss on revenues, or Apple has supply problems and will miss on revenues. Even Munster at Piper Jaffray notes the same. But read deep and they both say "Apple cant keep up with demand" "could sell twice as many iphones if they had the supply" and then Oppy says "keep some powder dry because this means the last quarter of calendar 09 will benefit from any previous supply issues, and the issues appear to be resolved, but since they happened revs maybe a tad light. I did't not see an earnings miss from these two. below are links so you can read the details not just the headlines. Now that said, how will the media protray this and how the stock reacts may present opportunity. Really respect Munster and Oppy was way too low on earnings last time but they were fairly close on revenues. Here are the links.

Oppenheimer Link Piper Jaffray Link