The most logical theory is that they are overconfident on a handful of players, one or two of which we aren't hearing about. Unfortunately, this is a pattern, and it's hard to ignore the possibility that they are doing it again. (ie we have Nino, ART and Mysbig already for '11) IMO. we'll either get 2 more commits in April, or we hear a ton of new names this summer and hope we're not too late.