Cowen's Tim Arcuri, who made an Asian trip of his own, thinks Street iPhone estimates are conservative in spite of supply constraints. Arcuri sees 36M and 56M Sep. quarter and Dec. quarter shipments, respectively.
Meanwhile, Brian White says his Apple Barometer (monitors the sales of Apple-dependent Taiwanese suppliers) saw a 9%-10% M/M increase for September. That's better than 2012's 3%, though a little below an 8-year average of 11%.
More on Misek's upgrade: The Jefferies analyst sees the iPhone 6 having a 4.8" display, and expects the device will help Apple take back share from Android. He also thinks Apple's suppliers "have become far more lenient on price."
While analysts are increasingly upbeat, Julian Robertson isn't. The Tiger Management founder, whose firm liquidated its Apple position in Q1, says Steve Jobs' character makes him pessimistic about Apple's future (video).
Robertson: "How can you create a great organization of people and be that mean of a person? ... [Jobs was] one of the great geniuses of the world, but ... bad culture, bad principles."