imdeng,
I agree that the DOS thinking can be quite loose in justifying any movement. I also think they have known what they were eventually going to do for several months.
State have a history of ensuring they look after their own (CP cases), which is why I think if there was going to be significant movement beyond mid 2008, we would have heard that NVC were taking further action on later cases.
The problem with moving beyond the CP cases is that then Demand reaches zero and all that entails.
I feel DOS have ensured there are 2008 cases in the demand to ensure that does not happen.
I might well be wrong.