HTC's lowered fall outlook may be a sign it expects to take a blow from the iPhone 4S, analysts pointed out Monday. Its expectation that it would only move 12 to 13 million phones, down from 13.2 million, was likely factoring in the effect of a Sprint iPhone on its sales, Baird analyst William Power said. HTC may consider Sprint its most important customer in the US and would want to reflect that in expectations, which were much lower than the 14.5 million phones that Wall Street had expected.