Following supply chain checks, Sterne Agee's Shaw Wu has raised his calendar Q4 iPhone forecast to 47.5M from 47.3M (better yields and availability) and lowered his iPad forecast to 23.5M from 25M (Mini supply constraints, regular iPad cannibalization), but left his Apple (NASDAQ:AAPL) EPS forecast unchanged. It's worth noting JPMorgan recently lifted its AT&T iPhone activation forecast, and Mizuho lowered its iPad forecast. AAPL +1.2%.