my guess? apple can't stop parts leaks anymore, they have to make too darn many. there have been leaks of the iPhone 4S, but nothing of the "larger screen iPhone 5." hence... no iPhone 5 tomorrow. i bet the rubber cases / iPhone 5 design is real, but is a phone designed for the june 2012 timeframe so they haven't been mass producing parts. the iPhone 4S was meant to come out in june 2011 but various delays pushed it to now, but in less than a year a larger screen iPhone will come out, but not tomorrow.
we shall see.