These analysts reminds me of an old aunt of mine who keeps preaching Armageddon is just around the corner ever since I could remember. I am getting old and grey and she still believes armageddon just around the corner. It will happen...
I've seen the 4S for about $80 with contract (can't remember where ) and virgin mobile advertises them starting from $0. with contract of course.
Not everyone loves Samsung's bigger screens. I know someone who gave away his brand new Samsung S3 because he did not like the larger screen. Reverted back to his old Nokia. Hope this larger screen iPhone is just another unfounded rumour.