NEW YORK ( TheStreet) -- Apple's ( AAPL) white iPhone delay further underscores why you won't hear the company say it has a problem and a fix. Connect the following dots to see why.
  • Apple's iPhone 4 arrives June 4 and reports of antenna problems hit immediately.
  • Apple holds a press conference to say: We didn't know of any problem. There is no problem specific to us. Oh, and get free bumpers or return your iPhone if you think you have a problem.
  • Apple
  • A week later, Apple says delays with the white iPhone will not be resolved until later this year. Yet the black iPhones are fine.
  • Here's the thing. The basic premise of Antennagate is that Apple knew of the external antenna design flaw but still went ahead and sold more than 3 million iPhone 4s. That presents not just a product problem -- it could become a legal issue, say analysts.

    Meanwhile, Apple manufacturing partners say they've been instructed to make an internal insulation fix that corrects the defect.

    Apple needs to shut down production for a while to make the fix. Hence the availability times that have stretched into August will likely extend into September.

    Bottom line: Apple can't say it has a fix and we shouldn't expect to hear demands for a recall of the 3 million phones in service.

    And really, from Apple's perspective, the market speaks louder than critics. Supplies of iPhones can't keep up with sales.

    It's a blinding success, you could say.

    --Written by Scott Moritz in New York.
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