It looks like Ming-Chi Kuo was right. The KGI Securities analyst predicted, as did a few others, that Apple would be discontinuing the iPhone 5 alongside the launch of the iPhone 5s and 5c today. And they did.
It seems that the iPhone 5c, which starts at $99 on contract, has completely replaced the 5, and Apple will cease selling it after this month. Oddly enough, however the company is keeping the iPhone 4s around...