You may very well be correct, and I have always considered this scenario to be a possibility.
The significant factor is that speculation such as this will be rife until SI makes an effort to clarify their strategies.
The fact that my post (and many others like it) garnered no official acknowledgement suggests, however, that clarification and communication is not likely to be forthcoming around these issues, and that leaves me somewhat saddened.
The silence, for me at least, is the main issue.