It's a large market, I'm not really sure how you can be surprised by significant market segments that don't actually care all that much wich web-enabled phone they get when their contract is up. Not everyone make purchase decisions like a geek.
I'm sorry, I just see "SIII sales rise as iPhone 5 release" -> "Well it's just because they can't buy an iPhone 5" to be asinine. They couldn't buy the iPhone 5 before the announcement either. Playing it off as "they don't care" doesn't make any sense because there's correlation with the iPhone announcement date.
Even if they were potential iPhone 5 buyers, they either said: "Meh, not that great" or "Not great enough to bother waiting... 2 weeks". I guess I see a 2 week wait for a 104 week contract to not be a big deal...
Sadly, many people don't think that much about phone purchases. Waiting an extra two weeks for a phone might seem like the rational thing to do (if you wanted the iPhone 5 in the first place), but buying things isn't always a rational process.
