I have news for those analysts... Customers don't care about their projections. The rumors these past two weeks of delays, unavailability of the sapphire glass in these models, plus now the news that the 5.5 inch phablet may be pushed back to 2015 are making a lot of people waiting to upgrade and new phone buyers pretty ticked off. Many of them feel that there isn't enough features and innovations in these phones to justify the hype. I'm seeing a ton of people walking in to the Verizon store or Best Buy to start to seriously research the LG G3, Samsung GS5, and the new HTC phones as their next purchase. And still more of them are waiting for Samsung to release the new Samsung Note 4.
Apple needs to "knock it out of the park" with the two versions of the iPhone 6, or they will be losing, not only potential new customers, but also current iPhone clients as well. Apple has waited too long, IMO, to advance features on its phone product lines, and the competition has been catching up, and in some sense, leaping forward. The only thing that has been stopping some customers from jumping at the competition has been the hesitancy of moving to Droid, and the promise of a larger and more feature ladden iPhone, and apparently, Apple is not all that ready to deliver the goods this year.