BB - I said EITHER they will push back the 100% onset (which yes, you have said before) OR they changed the definition/rules of the 80% onset (you have not said before). One of these two is true.
Exactly. Their strategy is to stall and take their time because they have learned of a rapid acceleration of events. This might enable them to bypass the the 80% altogether if they delay long enough and monitor enough events. It is within reach so they remain silent with all cards down.