For one, where did you come up w/ the N100 codename? You just made it up?
While there are tons of Google hits for N90, N92 and N94, I find nothing for N100.
I would lay down cash for an iPhone 5, but unlikely for an iPhone 4S. I think people (and AAPL stock price) will be very disappointed if there's no new form-factor iPhone 5 with a 3.7" (or greater) screen.